EP Wealth 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
Q2 | $2.64M | Buy |
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|
2025
Q1 | $2.63M | Sell |
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|
2024
Q4 | $2.62M | Sell |
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|
2024
Q3 | $6.81M | Buy |
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|
2024
Q2 | $1.16M | Buy |
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|
2024
Q1 | $1.3M | Buy |
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|
2023
Q4 | $1.15M | Sell |
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|
2023
Q3 | $958K | Sell |
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|
2023
Q2 | $951K | Buy |
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|
2023
Q1 | $473K | Buy |
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|
2022
Q4 | $737K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $814K | Sell |
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|
2022
Q1 | $909K | Buy |
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|
2021
Q4 | $944K | Buy |
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|
2021
Q3 | $707K | Sell |
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|
2021
Q2 | $693K | Buy |
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|
2021
Q1 | $585K | Buy |
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|
2020
Q4 | $562K | Buy |
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|
2020
Q3 | $491K | Sell |
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|
2020
Q2 | $418K | Sell |
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|
2020
Q1 | $369K | Sell |
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|
2019
Q4 | $525K | Buy |
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|
2019
Q3 | $466K | Sell |
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|
2019
Q2 | $390K | Buy |
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|
2019
Q1 | $335K | Buy |
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|
2018
Q4 | $269K | Sell |
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|
2018
Q3 | $325K | Buy |
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