Polymer Capital Management’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	$2.15M	Buy	6,275 +800	+15%	+$275K	0.25%	76
2025 Q1	$1.91M	Sell	5,475 -3,133	-36%	-$1.09M	0.49%	38
2024 Q4	$2.93M	Buy	+8,608	New	+$2.93M	0.79%	28