EWM
Evercore Wealth Management’s Arch Capital ACGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,450
| Closed | -$332K | – | 407 |
|
|
2025
Q1 | $332K | Hold |
3,450
| – | – | 0.01% | 321 |
|
|
2024
Q4 | $319K | Hold |
3,450
| – | – | ﹤0.01% | 334 |
|
|
2024
Q3 | $386K | Hold |
3,450
| – | – | 0.01% | 306 |
|
|
2024
Q2 | $348K | Hold |
3,450
| – | – | 0.01% | 323 |
|
|
2024
Q1 | $319K | Hold |
3,450
| – | – | 0.01% | 333 |
|
|
2023
Q4 | $256K | Hold |
3,450
| – | – | ﹤0.01% | 375 |
|
|
2023
Q3 | $275K | Hold |
3,450
| – | – | 0.01% | 334 |
|
|
2023
Q2 | $258K | Hold |
3,450
| – | – | ﹤0.01% | 362 |
|
|
2023
Q1 | $234K | Hold |
3,450
| – | – | ﹤0.01% | 361 |
|
|
2022
Q4 | $217K | Buy |
+3,450
| New | +$217K | ﹤0.01% | 379 |
|
|
2018
Q1 | – | Sell |
-1,540
| Closed | -$140K | – | 353 |
|
|
2017
Q4 | $140K | Hold |
1,540
| – | – | 0.01% | 410 |
|
|
2017
Q3 | $152K | Hold |
1,540
| – | – | 0.01% | 399 |
|
|
2017
Q2 | $144K | Sell |
1,540
-110
| -7% | -$10.3K | 0.01% | 409 |
|
|
2017
Q1 | $156K | Sell |
1,650
-500
| -23% | -$47.3K | 0.01% | 408 |
|
|
2016
Q4 | $186K | Sell |
2,150
-481
| -18% | -$41.6K | 0.01% | 386 |
|
|
2016
Q3 | $209K | Hold |
2,631
| – | – | 0.01% | 364 |
|
|
2016
Q2 | $189K | Hold |
2,631
| – | – | 0.01% | 373 |
|
|
2016
Q1 | $187K | Hold |
2,631
| – | – | 0.01% | 367 |
|
|
2015
Q4 | $184K | Sell |
2,631
-2,319
| -47% | -$162K | 0.01% | 382 |
|
|
2015
Q3 | $363K | Hold |
4,950
| – | – | 0.02% | 301 |
|
|
2015
Q2 | $332K | Sell |
4,950
-1,000
| -17% | -$67.1K | 0.02% | 334 |
|
|
2015
Q1 | $367K | Sell |
5,950
-1,255
| -17% | -$77.4K | 0.02% | 320 |
|
|
2014
Q4 | $425K | Hold |
7,205
| – | – | 0.02% | 264 |
|
|
2014
Q3 | $394K | Hold |
7,205
| – | – | 0.02% | 299 |
|
|
2014
Q2 | $414K | Hold |
7,205
| – | – | 0.02% | 298 |
|
|
2014
Q1 | $415K | Hold |
7,205
| – | – | 0.02% | 281 |
|
|
2013
Q4 | $430K | Hold |
7,205
| – | – | 0.02% | 277 |
|
|
2013
Q3 | $389K | Hold |
7,205
| – | – | 0.02% | 312 |
|
|
2013
Q2 | $370K | Buy |
+7,205
| New | +$370K | 0.02% | 323 |
|