Naples Global Advisors’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Sell |
834
-30
| -3% | -$10.3K | 0.02% | 366 |
|
|
2025
Q1 | $302K | Sell |
864
-60
| -6% | -$21K | 0.03% | 353 |
|
|
2024
Q4 | $314K | Sell |
924
-53
| -5% | -$18K | 0.03% | 344 |
|
|
2024
Q3 | $373K | Hold |
977
| – | – | 0.03% | 327 |
|
|
2024
Q2 | $292K | Hold |
977
| – | – | 0.03% | 343 |
|
|
2024
Q1 | $339K | Hold |
977
| – | – | 0.03% | 331 |
|
|
2023
Q4 | $305K | Sell |
977
-237
| -20% | -$73.9K | 0.03% | 344 |
|
|
2023
Q3 | $310K | Buy |
+1,214
| New | +$310K | 0.04% | 332 |
|