EverSource Wealth Advisors’s Sherwin-Williams SHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $765K | Sell |
2,228
-133
| -6% | -$45.7K | 0.03% | 341 |
|
|
2025
Q1 | $824K | Buy |
2,361
+273
| +13% | +$95.3K | 0.05% | 280 |
|
|
2024
Q4 | $710K | Buy |
2,088
+302
| +17% | +$103K | 0.04% | 300 |
|
|
2024
Q3 | $682K | Buy |
1,786
+110
| +7% | +$42K | 0.04% | 280 |
|
|
2024
Q2 | $588K | Buy |
1,676
+767
| +84% | +$269K | 0.04% | 285 |
|
|
2024
Q1 | $272K | Sell |
909
-280
| -24% | -$83.9K | 0.02% | 404 |
|
|
2023
Q4 | $371K | Buy |
1,189
+385
| +48% | +$120K | 0.03% | 296 |
|
|
2023
Q3 | $205K | Buy |
804
+4
| +0.5% | +$1.02K | 0.02% | 391 |
|
|
2023
Q2 | $212K | Buy |
800
+174
| +28% | +$46.2K | 0.02% | 385 |
|
|
2023
Q1 | $141K | Buy |
626
+30
| +5% | +$6.73K | 0.02% | 452 |
|
|
2022
Q4 | $142K | Sell |
596
-275
| -32% | -$65.3K | 0.02% | 421 |
|
|
2022
Q3 | $178K | Sell |
871
-263
| -23% | -$53.7K | 0.04% | 316 |
|
|
2022
Q2 | $254K | Buy |
1,134
+217
| +24% | +$48.6K | 0.07% | 234 |
|
|
2022
Q1 | $229K | Buy |
917
+116
| +14% | +$29K | 0.06% | 241 |
|
|
2021
Q4 | $282K | Buy |
+801
| New | +$282K | 0.08% | 182 |
|