Univest Financial’s Sherwin-Williams SHW Stock Holding History

Univest Financial’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	$11.8M	Sell	34,415 -117	-0.3%	-$40.2K	0.71%	32
2025 Q1	$12.1M	Buy	34,532 +208	+0.6%	+$72.6K	0.79%	28
2024 Q4	$11.7M	Sell	34,324 -2,114	-6%	-$719K	0.74%	32
2024 Q3	$13.9M	Buy	36,438 +24,617	+208%	+$9.4M	0.92%	28
2024 Q2	$3.53M	Sell	11,821 -320	-3%	-$95.5K	0.98%	37
2024 Q1	$4.22M	Sell	12,141 -7,334	-38%	-$2.55M	1.19%	29
2023 Q4	$6.07M	Sell	19,475 -91	-0.5%	-$28.4K	1.8%	17
2023 Q3	$4.99M	Sell	19,566 -3,353	-15%	-$855K	1.67%	20
2023 Q2	$6.09M	Buy	22,919 +337	+1%	+$89.5K	1.84%	14
2023 Q1	$5.08M	Buy	22,582 +7,240	+47%	+$1.63M	1.58%	23
2022 Q4	$3.64M	Sell	15,342 -351	-2%	-$83.3K	1.15%	32
2022 Q3	$3.21M	Sell	15,693 -2,723	-15%	-$558K	1.05%	34
2022 Q2	$4.12M	Buy	18,416 +707	+4%	+$158K	1.34%	27
2022 Q1	$4.42M	Buy	17,709 +1,511	+9%	+$377K	1.25%	32
2021 Q4	$5.71M	Sell	16,198 -388	-2%	-$137K	1.45%	22
2021 Q3	$4.64M	Sell	16,586 -403	-2%	-$113K	1.3%	30
2021 Q2	$4.63M	Sell	16,989 -921	-5%	-$251K	1.27%	31
2021 Q1	$4.41M	Buy	17,910 +4,395	+33%	+$1.08M	1.24%	33
2020 Q4	$3.31M	Sell	13,515 -1,131	-8%	-$277K	0.96%	41
2020 Q3	$3.4M	Sell	14,646 -735	-5%	-$171K	1.08%	39
2020 Q2	$2.96M	Buy	15,381 +222	+1%	+$42.8K	0.98%	42
2020 Q1	$2.32M	Buy	+15,159	New	+$2.32M	0.92%	42
2019 Q4	–	Sell	-14,784	Closed	-$2.71M	–	125
2019 Q3	$2.71M	Sell	14,784 -183	-1%	-$33.5K	0.87%	42
2019 Q2	$2.29M	Buy	14,967 +21	+0.1%	+$3.21K	0.72%	48
2019 Q1	$2.15M	Sell	14,946 -141	-0.9%	-$20.2K	0.7%	50
2018 Q4	$1.98M	Sell	15,087 -4,254	-22%	-$558K	0.73%	48
2018 Q3	$2.94M	Sell	19,341 -714	-4%	-$108K	0.9%	46
2018 Q2	$2.73M	Sell	20,055 -666	-3%	-$90.5K	1.09%	44
2018 Q1	$2.71M	Sell	20,721 -876	-4%	-$114K	1.17%	41
2017 Q4	$2.95M	Buy	21,597 +513	+2%	+$70.1K	1.19%	45
2017 Q3	$2.52M	Buy	+21,084	New	+$2.52M	1.06%	45