Essex Savings Bank’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 | $232K | Sell |
676
-27
| -4% | -$9.27K | 0.06% | 273 |
|
|
2025
Q1 | $245K | Sell |
703
-191
| -21% | -$66.7K | 0.06% | 251 |
|
|
2024
Q4 | $304K | Buy |
894
+14
| +2% | +$4.76K | 0.08% | 210 |
|
|
2024
Q3 | $336K | Buy |
880
+29
| +3% | +$11.1K | 0.08% | 198 |
|
|
2024
Q2 | $254K | Sell |
851
-49
| -5% | -$14.6K | 0.07% | 219 |
|
|
2024
Q1 | $281K | Hold |
900
| – | – | 0.08% | 205 |
|
|
2023
Q4 | $281K | Buy |
+900
| New | +$281K | 0.08% | 204 |
|
|
2022
Q1 | – | Sell |
-737
| Closed | -$259K | – | 234 |
|
|
2021
Q4 | $259K | Hold |
737
| – | – | 0.09% | 186 |
|
|
2021
Q3 | $224K | Hold |
737
| – | – | 0.08% | 197 |
|
|
2021
Q2 | $209K | Buy |
+737
| New | +$209K | 0.08% | 206 |
|
|
2019
Q3 | – | Sell |
-306
| Closed | -$47K | – | 532 |
|
|
2019
Q2 | $47K | Hold |
306
| – | – | 0.02% | 451 |
|
|
2019
Q1 | $44K | Hold |
306
| – | – | 0.03% | 308 |
|
|
2018
Q4 | $40K | Buy |
+306
| New | +$40K | 0.03% | 315 |
|