EWM
Evercore Wealth Management’s Sherwin-Williams SHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35M | Sell |
101,837
-1,870
| -2% | -$642K | 0.54% | 42 |
|
|
2025
Q1 | $36.2M | Sell |
103,707
-2,354
| -2% | -$822K | 0.58% | 41 |
|
|
2024
Q4 | $36.1M | Buy |
106,061
+183
| +0.2% | +$62.2K | 0.54% | 40 |
|
|
2024
Q3 | $40.4M | Sell |
105,878
-1,862
| -2% | -$711K | 0.61% | 39 |
|
|
2024
Q2 | $32.2M | Sell |
107,740
-972
| -0.9% | -$290K | 0.51% | 43 |
|
|
2024
Q1 | $37.8M | Buy |
108,712
+475
| +0.4% | +$165K | 0.59% | 41 |
|
|
2023
Q4 | $33.8M | Buy |
108,237
+74
| +0.1% | +$23.1K | 0.57% | 42 |
|
|
2023
Q3 | $27.6M | Buy |
108,163
+71
| +0.1% | +$18.1K | 0.52% | 45 |
|
|
2023
Q2 | $28.7M | Sell |
108,092
-857
| -0.8% | -$228K | 0.53% | 45 |
|
|
2023
Q1 | $24.5M | Sell |
108,949
-6,422
| -6% | -$1.44M | 0.49% | 46 |
|
|
2022
Q4 | $27.4M | Sell |
115,371
-3,785
| -3% | -$898K | 0.57% | 43 |
|
|
2022
Q3 | $24.4M | Sell |
119,156
-1,985
| -2% | -$406K | 0.55% | 45 |
|
|
2022
Q2 | $27.1M | Sell |
121,141
-6,500
| -5% | -$1.46M | 0.57% | 45 |
|
|
2022
Q1 | $31.9M | Buy |
127,641
+1,695
| +1% | +$423K | 0.56% | 43 |
|
|
2021
Q4 | $44.4M | Buy |
125,946
+835
| +0.7% | +$294K | 0.72% | 42 |
|
|
2021
Q3 | $35M | Sell |
125,111
-1,661
| -1% | -$465K | 0.63% | 44 |
|
|
2021
Q2 | $34.5M | Buy |
126,772
+84,964
| +203% | +$23.1M | 0.63% | 42 |
|
|
2021
Q1 | $30.9M | Buy |
41,808
+871
| +2% | +$643K | 0.61% | 44 |
|
|
2020
Q4 | $30.1M | Buy |
40,937
+10
| +0% | +$7.35K | 0.65% | 42 |
|
|
2020
Q3 | $28.5M | Sell |
40,927
-408
| -1% | -$284K | 0.7% | 40 |
|
|
2020
Q2 | $23.9M | Buy |
41,335
+3,240
| +9% | +$1.87M | 0.64% | 39 |
|
|
2020
Q1 | $17.5M | Buy |
38,095
+286
| +0.8% | +$131K | 0.58% | 43 |
|
|
2019
Q4 | $22.1M | Sell |
37,809
-889
| -2% | -$519K | 0.59% | 41 |
|
|
2019
Q3 | $21.3M | Sell |
38,698
-162
| -0.4% | -$89.1K | 0.62% | 41 |
|
|
2019
Q2 | $17.8M | Buy |
38,860
+1,296
| +3% | +$594K | 0.54% | 45 |
|
|
2019
Q1 | $16.2M | Sell |
37,564
-29
| -0.1% | -$12.5K | 0.52% | 47 |
|
|
2018
Q4 | $14.8M | Sell |
37,593
-687
| -2% | -$270K | 0.56% | 46 |
|
|
2018
Q3 | $17.4M | Sell |
38,280
-158
| -0.4% | -$71.9K | 0.56% | 48 |
|
|
2018
Q2 | $15.7M | Buy |
38,438
+163
| +0.4% | +$66.4K | 0.54% | 50 |
|
|
2018
Q1 | $15M | Sell |
38,275
-628
| -2% | -$246K | 0.57% | 47 |
|
|
2017
Q4 | $16M | Sell |
38,903
-181
| -0.5% | -$74.2K | 0.59% | 46 |
|
|
2017
Q3 | $14M | Sell |
39,084
-419
| -1% | -$150K | 0.55% | 47 |
|
|
2017
Q2 | $13.9M | Sell |
39,503
-808
| -2% | -$284K | 0.54% | 48 |
|
|
2017
Q1 | $12.5M | Sell |
40,311
-199
| -0.5% | -$61.7K | 0.49% | 50 |
|
|
2016
Q4 | $10.9M | Sell |
40,510
-3,951
| -9% | -$1.06M | 0.45% | 54 |
|
|
2016
Q3 | $12.3M | Sell |
44,461
-173
| -0.4% | -$47.9K | 0.51% | 53 |
|
|
2016
Q2 | $13.1M | Sell |
44,634
-755
| -2% | -$222K | 0.58% | 49 |
|
|
2016
Q1 | $12.9M | Buy |
45,389
+1,002
| +2% | +$285K | 0.57% | 49 |
|
|
2015
Q4 | $11.5M | Buy |
44,387
+1,695
| +4% | +$440K | 0.53% | 54 |
|
|
2015
Q3 | $9.51M | Sell |
42,692
-25
| -0.1% | -$5.57K | 0.45% | 62 |
|
|
2015
Q2 | $11.8M | Buy |
42,717
+173
| +0.4% | +$47.7K | 0.53% | 54 |
|
|
2015
Q1 | $12.1M | Sell |
42,544
-1,465
| -3% | -$417K | 0.56% | 54 |
|
|
2014
Q4 | $11.6M | Sell |
44,009
-435
| -1% | -$114K | 0.58% | 52 |
|
|
2014
Q3 | $9.74M | Sell |
44,444
-1,260
| -3% | -$276K | 0.49% | 61 |
|
|
2014
Q2 | $9.46M | Sell |
45,704
-1,333
| -3% | -$276K | 0.49% | 63 |
|
|
2014
Q1 | $9.28M | Sell |
47,037
-239
| -0.5% | -$47.2K | 0.52% | 61 |
|
|
2013
Q4 | $8.68M | Sell |
47,276
-225
| -0.5% | -$41.3K | 0.48% | 66 |
|
|
2013
Q3 | $8.65M | Buy |
47,501
+205
| +0.4% | +$37.3K | 0.5% | 65 |
|
|
2013
Q2 | $8.35M | Buy |
+47,296
| New | +$8.35M | 0.47% | 63 |
|