Waverly 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 | $815K | Buy |
2,373
+182
| +8% | +$62.5K | 0.01% | 667 |
|
|
2025
Q1 | $765K | Sell |
2,191
-563
| -20% | -$197K | 0.01% | 667 |
|
|
2024
Q4 | $936K | Buy |
2,754
+1,525
| +124% | +$518K | 0.01% | 528 |
|
|
2024
Q3 | $469K | Sell |
1,229
-3,421
| -74% | -$1.31M | 0.01% | 596 |
|
|
2024
Q2 | $1.39M | Buy |
4,650
+3,663
| +371% | +$1.09M | 0.03% | 376 |
|
|
2024
Q1 | $343K | Buy |
+987
| New | +$343K | 0.01% | 541 |
|
|
2014
Q1 | – | Sell |
-81
| Closed | -$5K | – | 814 |
|
|
2013
Q4 | $5K | Buy |
+81
| New | +$5K | ﹤0.01% | 681 |
|