Tortoise Investment Management’s Sherwin-Williams SHW Stock Holding History

Tortoise Investment Management’s Portfolio SHW Stock Details SHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$13.4K	Buy	39 +9	+30%	+$3.09K	﹤0.01%	563
2025 Q1	$10.5K	Sell	30 -118	-80%	-$41.2K	﹤0.01%	581
2024 Q4	$50.3K	Buy	148 +20	+16%	+$6.8K	0.01%	419
2024 Q3	$48.9K	Buy	128 +66	+106%	+$25.2K	0.01%	407
2024 Q2	$18.5K	Buy	62 +22	+55%	+$6.57K	﹤0.01%	541
2024 Q1	$13.9K	Sell	40 -1	-2%	-$347	﹤0.01%	576
2023 Q4	$12.8K	Hold	41	–	–	﹤0.01%	534
2023 Q3	$10.5K	Sell	41 -1	-2%	-$255	﹤0.01%	551
2023 Q2	$11.2K	Hold	42	–	–	﹤0.01%	538
2023 Q1	$9.44K	Hold	42	–	–	﹤0.01%	556
2022 Q4	$9.97K	Buy	42 +3	+8%	+$712	﹤0.01%	535
2022 Q3	$8K	Buy	39 +9	+30%	+$1.85K	﹤0.01%	563
2022 Q2	$7K	Hold	30	–	–	﹤0.01%	554
2022 Q1	$7K	Hold	30	–	–	﹤0.01%	533
2021 Q4	$11K	Hold	30	–	–	﹤0.01%	473
2021 Q3	$8K	Hold	30	–	–	﹤0.01%	490
2021 Q2	$8K	Hold	30	–	–	﹤0.01%	481
2021 Q1	$7K	Hold	30	–	–	﹤0.01%	475
2020 Q4	$7K	Hold	30	–	–	﹤0.01%	449
2020 Q3	$7K	Hold	30	–	–	﹤0.01%	415
2020 Q2	$6K	Sell	30 -21	-41%	-$4.2K	﹤0.01%	405
2020 Q1	$8K	Hold	51	–	–	﹤0.01%	393
2019 Q4	$10K	Hold	51	–	–	﹤0.01%	413
2019 Q3	$9K	Sell	51 -120	-70%	-$21.2K	﹤0.01%	416
2019 Q2	$26K	Buy	171 +120	+235%	+$18.2K	0.01%	310
2019 Q1	$7K	Buy	51 +21	+70%	+$2.88K	﹤0.01%	452
2018 Q4	$4K	Hold	30	–	–	﹤0.01%	466
2018 Q3	$5K	Hold	30	–	–	﹤0.01%	458
2018 Q2	$4K	Hold	30	–	–	﹤0.01%	489
2018 Q1	$4K	Hold	30	–	–	﹤0.01%	468
2017 Q4	$4K	Buy	+30	New	+$4K	﹤0.01%	478
2015 Q3	–	Sell	-201	Closed	-$18K	–	428
2015 Q2	$18K	Buy	201 +165	+458%	+$14.8K	0.01%	277
2015 Q1	$3K	Hold	36	–	–	﹤0.01%	369
2014 Q4	$3K	Buy	+36	New	+$3K	﹤0.01%	396
2013 Q4	–	Sell	-75	Closed	-$5K	–	351
2013 Q3	$5K	Hold	75	–	–	﹤0.01%	272
2013 Q2	$4K	Buy	+75	New	+$4K	﹤0.01%	294