Ellsworth Advisors’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.28M | Sell |
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|
2025
Q2 | $1.35M | Sell |
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|
2025
Q1 | $1.39M | Sell |
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|
2024
Q4 | $1.37M | Buy |
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|
2024
Q3 | $1.53M | Sell |
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|
2024
Q2 | $1.21M | Buy |
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|
2024
Q1 | $1.29M | Sell |
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|
2023
Q4 | $1.28M | Buy |
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|
2023
Q3 | $973K | Hold |
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|
2023
Q2 | $1.08M | Buy |
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|
2023
Q1 | $914K | Buy |
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|
2022
Q4 | $991K | Hold |
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|
2022
Q3 | $831K | Hold |
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|
2022
Q2 | $909K | Buy |
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|
2022
Q1 | $1.02M | Hold |
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|
2021
Q4 | $1.42M | Hold |
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|
2021
Q3 | $1.12M | Sell |
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|
2021
Q2 | $1.1M | Hold |
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|
2021
Q1 | $997K | Sell |
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|
2020
Q4 | $1.13M | Buy |
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|
2020
Q3 | $248K | Hold |
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|
2020
Q2 | $206K | Buy |
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