EPG Wealth 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
Q2 | $348K | Buy |
1,014
+15
| +2% | +$5.15K | 0.1% | 154 |
|
|
2025
Q1 | $349K | Hold |
999
| – | – | 0.1% | 185 |
|
|
2024
Q4 | $340K | Hold |
999
| – | – | 0.09% | 186 |
|
|
2024
Q3 | $381K | Buy |
+999
| New | +$381K | 0.1% | 181 |
|
|
2024
Q2 | – | Sell |
-1,189
| Closed | -$413K | – | 195 |
|
|
2024
Q1 | $413K | Hold |
1,189
| – | – | 0.1% | 184 |
|
|
2023
Q4 | $365K | Sell |
1,189
-323
| -21% | -$99.2K | 0.1% | 187 |
|
|
2023
Q3 | $386K | Buy |
1,512
+3
| +0.2% | +$765 | 0.12% | 169 |
|
|
2023
Q2 | $401K | Hold |
1,509
| – | – | 0.12% | 165 |
|
|
2023
Q1 | $339K | Sell |
1,509
-100
| -6% | -$22.5K | 0.11% | 174 |
|
|
2022
Q4 | $382K | Hold |
1,609
| – | – | 0.15% | 131 |
|
|
2022
Q3 | $329K | Buy |
+1,609
| New | +$329K | 0.14% | 148 |
|
|
2020
Q2 | – | Sell |
-3
| Closed | – | – | 652 |
|
|
2020
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 859 |
|