EWM
Empirical Wealth Management’s Sherwin-Williams SHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
4,730
+687
| +17% | +$236K | 0.04% | 256 |
|
|
2025
Q1 | $1.41M | Buy |
4,043
+473
| +13% | +$165K | 0.04% | 258 |
|
|
2024
Q4 | $1.21M | Buy |
3,570
+25
| +0.7% | +$8.5K | 0.03% | 258 |
|
|
2024
Q3 | $1.35M | Sell |
3,545
-79
| -2% | -$30.2K | 0.04% | 234 |
|
|
2024
Q2 | $1.08M | Sell |
3,624
-135
| -4% | -$40.3K | 0.03% | 255 |
|
|
2024
Q1 | $1.31M | Sell |
3,759
-535
| -12% | -$186K | 0.04% | 226 |
|
|
2023
Q4 | $1.34M | Sell |
4,294
-75
| -2% | -$23.4K | 0.04% | 212 |
|
|
2023
Q3 | $1.11M | Buy |
4,369
+7
| +0.2% | +$1.79K | 0.04% | 210 |
|
|
2023
Q2 | $1.16M | Sell |
4,362
-729
| -14% | -$194K | 0.05% | 209 |
|
|
2023
Q1 | $1.14M | Sell |
5,091
-1,266
| -20% | -$285K | 0.05% | 197 |
|
|
2022
Q4 | $1.51M | Sell |
6,357
-1,203
| -16% | -$286K | 0.07% | 158 |
|
|
2022
Q3 | $1.55M | Buy |
7,560
+8
| +0.1% | +$1.64K | 0.08% | 150 |
|
|
2022
Q2 | $1.69M | Buy |
7,552
+9
| +0.1% | +$2.02K | 0.09% | 151 |
|
|
2022
Q1 | $1.88M | Sell |
7,543
-1,259
| -14% | -$314K | 0.09% | 141 |
|
|
2021
Q4 | $3.1M | Buy |
8,802
+7
| +0.1% | +$2.47K | 0.15% | 98 |
|
|
2021
Q3 | $2.46M | Sell |
8,795
-112
| -1% | -$31.3K | 0.14% | 99 |
|
|
2021
Q2 | $2.43M | Buy |
8,907
+5,397
| +154% | +$1.47M | 0.15% | 97 |
|
|
2021
Q1 | $2.59M | Sell |
3,510
-80
| -2% | -$59K | 0.21% | 76 |
|
|
2020
Q4 | $2.64M | Sell |
3,590
-145
| -4% | -$107K | 0.2% | 70 |
|
|
2020
Q3 | $2.6M | Sell |
3,735
-50
| -1% | -$34.8K | 0.22% | 63 |
|
|
2020
Q2 | $2.19M | Sell |
3,785
-10
| -0.3% | -$5.78K | 0.2% | 74 |
|
|
2020
Q1 | $1.74M | Sell |
3,795
-540
| -12% | -$248K | 0.19% | 79 |
|
|
2019
Q4 | $2.53M | Sell |
4,335
-225
| -5% | -$131K | 0.28% | 53 |
|
|
2019
Q3 | $2.51M | Buy |
+4,560
| New | +$2.51M | 0.3% | 49 |
|