EWM
Evercore Wealth Management’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-24,394
| Closed | -$303K | – | 408 |
|
|
2025
Q1 | $303K | Hold |
24,394
| – | – | ﹤0.01% | 332 |
|
|
2024
Q4 | $314K | Buy |
24,394
+4,553
| +23% | +$58.6K | ﹤0.01% | 336 |
|
|
2024
Q3 | $398K | Sell |
19,841
-710
| -3% | -$14.2K | 0.01% | 302 |
|
|
2024
Q2 | $361K | Sell |
20,551
-1,020
| -5% | -$17.9K | 0.01% | 317 |
|
|
2024
Q1 | $387K | Buy |
21,571
+1,165
| +6% | +$20.9K | 0.01% | 310 |
|
|
2023
Q4 | $393K | Sell |
20,406
-2,255
| -10% | -$43.4K | 0.01% | 307 |
|
|
2023
Q3 | $344K | Sell |
22,661
-125
| -0.5% | -$1.9K | 0.01% | 304 |
|
|
2023
Q2 | $472K | Buy |
22,786
+365
| +2% | +$7.57K | 0.01% | 288 |
|
|
2023
Q1 | $540K | Buy |
22,421
+500
| +2% | +$12K | 0.01% | 267 |
|
|
2022
Q4 | $630K | Buy |
21,921
+275
| +1% | +$7.91K | 0.01% | 252 |
|
|
2022
Q3 | $489K | Hold |
21,646
| – | – | 0.01% | 258 |
|
|
2022
Q2 | $455K | Buy |
21,646
+450
| +2% | +$9.46K | 0.01% | 266 |
|
|
2022
Q1 | $545K | Buy |
21,196
+1,830
| +9% | +$47.1K | 0.01% | 272 |
|
|
2021
Q4 | $471K | Sell |
19,366
-1,370
| -7% | -$33.3K | 0.01% | 292 |
|
|
2021
Q3 | $473K | Buy |
+20,736
| New | +$473K | 0.01% | 295 |
|
|
2018
Q1 | – | Sell |
-2,103
| Closed | -$23K | – | 360 |
|
|
2017
Q4 | $23K | Hold |
2,103
| – | – | ﹤0.01% | 705 |
|
|
2017
Q3 | $23K | Hold |
2,103
| – | – | ﹤0.01% | 684 |
|
|
2017
Q2 | $23K | Hold |
2,103
| – | – | ﹤0.01% | 692 |
|
|
2017
Q1 | $23K | Sell |
2,103
-13,000
| -86% | -$142K | ﹤0.01% | 731 |
|
|
2016
Q4 | $176K | Sell |
15,103
-374
| -2% | -$4.36K | 0.01% | 396 |
|
|
2016
Q3 | $199K | Hold |
15,477
| – | – | 0.01% | 374 |
|
|
2016
Q2 | $193K | Buy |
15,477
+977
| +7% | +$12.2K | 0.01% | 369 |
|
|
2016
Q1 | $171K | Hold |
14,500
| – | – | 0.01% | 383 |
|
|
2015
Q4 | $139K | Hold |
14,500
| – | – | 0.01% | 439 |
|
|
2015
Q3 | $141K | Hold |
14,500
| – | – | 0.01% | 440 |
|
|
2015
Q2 | $192K | Hold |
14,500
| – | – | 0.01% | 425 |
|
|
2015
Q1 | $187K | Hold |
14,500
| – | – | 0.01% | 428 |
|
|
2014
Q4 | $199K | Hold |
14,500
| – | – | 0.01% | 360 |
|
|
2014
Q3 | $206K | Sell |
14,500
-197
| -1% | -$2.8K | 0.01% | 390 |
|
|
2014
Q2 | $229K | Buy |
14,697
+197
| +1% | +$3.07K | 0.01% | 369 |
|
|
2014
Q1 | $208K | Hold |
14,500
| – | – | 0.01% | 369 |
|
|
2013
Q4 | $211K | Sell |
14,500
-133
| -0.9% | -$1.94K | 0.01% | 361 |
|
|
2013
Q3 | $195K | Buy |
14,633
+133
| +0.9% | +$1.77K | 0.01% | 403 |
|
|
2013
Q2 | $174K | Buy |
+14,500
| New | +$174K | 0.01% | 417 |
|