Waverly Advisors’s Sherwin-Williams SHW Stock Holding History

Waverly Advisors’s Portfolio SHW Stock Details SHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$815K	Buy
2025 Q1	$765K	Sell
2024 Q4	$936K	Buy
2024 Q3	$469K	Sell
2024 Q2	$1.39M	Buy
2024 Q1	$343K	Buy
2014 Q1	–	Sell
2013 Q4	$5K	Buy