YHB Investment 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 | $911K | Buy |
2,654
+467
| +21% | +$160K | 0.07% | 165 |
|
|
2025
Q1 | $764K | Buy |
2,187
+401
| +22% | +$140K | 0.06% | 166 |
|
|
2024
Q4 | $607K | Buy |
1,786
+64
| +4% | +$21.8K | 0.05% | 187 |
|
|
2024
Q3 | $657K | Buy |
1,722
+163
| +10% | +$62.2K | 0.05% | 180 |
|
|
2024
Q2 | $465K | Buy |
1,559
+145
| +10% | +$43.3K | 0.04% | 200 |
|
|
2024
Q1 | $491K | Buy |
1,414
+117
| +9% | +$40.6K | 0.04% | 190 |
|
|
2023
Q4 | $405K | Buy |
1,297
+117
| +10% | +$36.5K | 0.04% | 203 |
|
|
2023
Q3 | $301K | Buy |
1,180
+86
| +8% | +$21.9K | 0.03% | 225 |
|
|
2023
Q2 | $290K | Buy |
1,094
+11
| +1% | +$2.92K | 0.03% | 229 |
|
|
2023
Q1 | $243K | Sell |
1,083
-139
| -11% | -$31.2K | 0.02% | 253 |
|
|
2022
Q4 | $290K | Buy |
1,222
+67
| +6% | +$15.9K | 0.03% | 227 |
|
|
2022
Q3 | $237K | Hold |
1,155
| – | – | 0.03% | 249 |
|
|
2022
Q2 | $259K | Sell |
1,155
-8
| -0.7% | -$1.79K | 0.03% | 238 |
|
|
2022
Q1 | $290K | Buy |
1,163
+105
| +10% | +$26.2K | 0.03% | 246 |
|
|
2021
Q4 | $373K | Sell |
1,058
-22
| -2% | -$7.76K | 0.03% | 233 |
|
|
2021
Q3 | $302K | Buy |
1,080
+148
| +16% | +$41.4K | 0.03% | 245 |
|
|
2021
Q2 | $254K | Sell |
932
-1,624
| -64% | -$443K | 0.02% | 269 |
|
|
2021
Q1 | $227K | Buy |
+2,556
| New | +$227K | 0.02% | 278 |
|