Evoke Wealth’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 | $5.09M | Sell |
14,837
-919
| -6% | -$316K | 0.12% | 78 |
|
|
2025
Q1 | $5.5M | Sell |
15,756
-1,674
| -10% | -$585K | 0.14% | 67 |
|
|
2024
Q4 | $5.92M | Sell |
17,430
-758
| -4% | -$258K | 0.16% | 65 |
|
|
2024
Q3 | $6.94M | Buy |
+18,188
| New | +$6.94M | 0.19% | 58 |
|
|
2024
Q2 | – | Sell |
-18,162
| Closed | -$6.31M | – | 336 |
|
|
2024
Q1 | $6.31M | Buy |
18,162
+17,037
| +1,514% | +$5.92M | 0.19% | 59 |
|
|
2023
Q4 | $351K | Sell |
1,125
-17,019
| -94% | -$5.31M | 0.57% | 41 |
|
|
2023
Q3 | $4.63M | Sell |
18,144
-57
| -0.3% | -$14.5K | 0.16% | 68 |
|
|
2023
Q2 | $4.83M | Buy |
18,201
+991
| +6% | +$263K | 0.17% | 60 |
|
|
2023
Q1 | $3.87M | Sell |
17,210
-457
| -3% | -$103K | 0.14% | 73 |
|
|
2022
Q4 | $4.19M | Sell |
17,667
-236
| -1% | -$56K | 0.15% | 73 |
|
|
2022
Q3 | $3.67M | Sell |
17,903
-530
| -3% | -$109K | 0.15% | 69 |
|
|
2022
Q2 | $4.13M | Sell |
18,433
-7,040
| -28% | -$1.58M | 0.15% | 71 |
|
|
2022
Q1 | $6.36M | Sell |
25,473
-377
| -1% | -$94.1K | 0.21% | 60 |
|
|
2021
Q4 | $9.1M | Sell |
25,850
-135
| -0.5% | -$47.5K | 0.29% | 45 |
|
|
2021
Q3 | $7.27M | Sell |
25,985
-436
| -2% | -$122K | 0.27% | 44 |
|
|
2021
Q2 | $7.2M | Buy |
26,421
+168
| +0.6% | +$45.8K | 0.27% | 47 |
|
|
2021
Q1 | $6.46M | Buy |
26,253
+26,193
| +43,655% | +$6.44M | 0.29% | 46 |
|
|
2020
Q4 | $15K | Hold |
60
| – | – | ﹤0.01% | 529 |
|
|
2020
Q3 | $14K | Hold |
60
| – | – | ﹤0.01% | 522 |
|
|
2020
Q2 | $12K | Sell |
60
-6
| -9% | -$1.2K | ﹤0.01% | 531 |
|
|
2020
Q1 | $10.1K | Sell |
66
-24
| -27% | -$3.68K | ﹤0.01% | 505 |
|
|
2019
Q4 | $17.5K | Hold |
90
| – | – | ﹤0.01% | 621 |
|
|
2019
Q3 | $16.5K | Buy |
+90
| New | +$16.5K | ﹤0.01% | 705 |
|