Zevin Asset Management’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-655
| Closed | -$223K | – | 85 |
|
2024
Q4 | $223K | Sell |
655
-8
| -1% | -$2.72K | 0.03% | 79 |
|
2024
Q3 | $253K | Buy |
+663
| New | +$253K | 0.04% | 71 |
|
2024
Q2 | – | Sell |
-663
| Closed | -$230K | – | 82 |
|
2024
Q1 | $230K | Sell |
663
-212
| -24% | -$73.5K | 0.04% | 75 |
|
2023
Q4 | $273K | Sell |
875
-18
| -2% | -$5.62K | 0.05% | 77 |
|
2023
Q3 | $228K | Buy |
+893
| New | +$228K | 0.05% | 78 |
|