Bank Julius Baer & Co’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 | $220K | Buy |
641
+75
| +13% | +$25.8K | ﹤0.01% | 440 |
|
2025
Q1 | $223K | Sell |
566
-12
| -2% | -$4.73K | ﹤0.01% | 418 |
|
2024
Q4 | $217K | Buy |
578
+40
| +7% | +$15K | ﹤0.01% | 420 |
|
2024
Q3 | $243K | Sell |
538
-38
| -7% | -$17.2K | ﹤0.01% | 382 |
|
2024
Q2 | $191K | Sell |
576
-63
| -10% | -$20.9K | ﹤0.01% | 351 |
|
2024
Q1 | $222K | Buy |
639
+39
| +7% | +$13.6K | ﹤0.01% | 389 |
|
2023
Q4 | $187K | Buy |
+600
| New | +$187K | ﹤0.01% | 408 |
|
2022
Q3 | – | Sell |
-327
| Closed | -$73K | – | 627 |
|
2022
Q2 | $73K | Sell |
327
-74
| -18% | -$16.5K | ﹤0.01% | 509 |
|
2022
Q1 | $100K | Sell |
401
-76
| -16% | -$19K | ﹤0.01% | 484 |
|
2021
Q4 | $168K | Buy |
477
+102
| +27% | +$35.9K | ﹤0.01% | 544 |
|
2021
Q3 | $105K | Buy |
375
+1
| +0.3% | +$280 | ﹤0.01% | 621 |
|
2021
Q2 | $102K | Sell |
374
-1
| -0.3% | -$273 | ﹤0.01% | 634 |
|
2021
Q1 | $92K | Sell |
375
-300
| -44% | -$73.6K | ﹤0.01% | 628 |
|
2020
Q4 | $165K | Hold |
675
| – | – | ﹤0.01% | 597 |
|
2020
Q3 | $157K | Sell |
675
-2,361
| -78% | -$549K | ﹤0.01% | 536 |
|
2020
Q2 | $585K | Buy |
+3,036
| New | +$585K | 0.01% | 339 |
|