EWM
Evercore Wealth Management’s Allstate ALL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Hold |
1,915
| – | – | 0.01% | 310 |
|
|
2025
Q1 | $397K | Hold |
1,915
| – | – | 0.01% | 299 |
|
|
2024
Q4 | $369K | Hold |
1,915
| – | – | 0.01% | 317 |
|
|
2024
Q3 | $363K | Hold |
1,915
| – | – | 0.01% | 317 |
|
|
2024
Q2 | $306K | Hold |
1,915
| – | – | ﹤0.01% | 335 |
|
|
2024
Q1 | $331K | Sell |
1,915
-379
| -17% | -$65.6K | 0.01% | 328 |
|
|
2023
Q4 | $321K | Buy |
2,294
+19
| +0.8% | +$2.66K | 0.01% | 335 |
|
|
2023
Q3 | $253K | Sell |
2,275
-347
| -13% | -$38.7K | ﹤0.01% | 349 |
|
|
2023
Q2 | $286K | Sell |
2,622
-32
| -1% | -$3.49K | 0.01% | 340 |
|
|
2023
Q1 | $294K | Sell |
2,654
-97
| -4% | -$10.7K | 0.01% | 328 |
|
|
2022
Q4 | $373K | Buy |
2,751
+90
| +3% | +$12.2K | 0.01% | 299 |
|
|
2022
Q3 | $331K | Hold |
2,661
| – | – | 0.01% | 304 |
|
|
2022
Q2 | $338K | Hold |
2,661
| – | – | 0.01% | 305 |
|
|
2022
Q1 | $368K | Sell |
2,661
-140
| -5% | -$19.4K | 0.01% | 313 |
|
|
2021
Q4 | $330K | Sell |
2,801
-1,471
| -34% | -$173K | 0.01% | 338 |
|
|
2021
Q3 | $544K | Buy |
4,272
+1,400
| +49% | +$178K | 0.01% | 276 |
|
|
2021
Q2 | $375K | Sell |
2,872
-148
| -5% | -$19.3K | 0.01% | 331 |
|
|
2021
Q1 | $347K | Buy |
3,020
+46
| +2% | +$5.29K | 0.01% | 343 |
|
|
2020
Q4 | $326K | Buy |
2,974
+260
| +10% | +$28.5K | 0.01% | 345 |
|
|
2020
Q3 | $255K | Sell |
2,714
-18
| -0.7% | -$1.69K | 0.01% | 329 |
|
|
2020
Q2 | $265K | Sell |
2,732
-116
| -4% | -$11.3K | 0.01% | 321 |
|
|
2020
Q1 | $261K | Sell |
2,848
-236
| -8% | -$21.6K | 0.01% | 315 |
|
|
2019
Q4 | $347K | Hold |
3,084
| – | – | 0.01% | 328 |
|
|
2019
Q3 | $335K | Buy |
+3,084
| New | +$335K | 0.01% | 317 |
|
|
2018
Q1 | – | Sell |
-1,272
| Closed | -$133K | – | 368 |
|
|
2017
Q4 | $133K | Sell |
1,272
-32
| -2% | -$3.35K | ﹤0.01% | 421 |
|
|
2017
Q3 | $120K | Sell |
1,304
-51
| -4% | -$4.69K | ﹤0.01% | 428 |
|
|
2017
Q2 | $120K | Sell |
1,355
-15
| -1% | -$1.33K | ﹤0.01% | 432 |
|
|
2017
Q1 | $112K | Sell |
1,370
-57
| -4% | -$4.66K | ﹤0.01% | 458 |
|
|
2016
Q4 | $105K | Sell |
1,427
-2,187
| -61% | -$161K | ﹤0.01% | 482 |
|
|
2016
Q3 | $250K | Sell |
3,614
-650
| -15% | -$45K | 0.01% | 335 |
|
|
2016
Q2 | $298K | Buy |
4,264
+15
| +0.4% | +$1.05K | 0.01% | 299 |
|
|
2016
Q1 | $286K | Sell |
4,249
-2,174
| -34% | -$146K | 0.01% | 307 |
|
|
2015
Q4 | $399K | Buy |
6,423
+5,488
| +587% | +$341K | 0.02% | 273 |
|
|
2015
Q3 | $55K | Sell |
935
-3,129
| -77% | -$184K | ﹤0.01% | 569 |
|
|
2015
Q2 | $263K | Sell |
4,064
-183
| -4% | -$11.8K | 0.01% | 380 |
|
|
2015
Q1 | $302K | Buy |
4,247
+3,282
| +340% | +$233K | 0.01% | 351 |
|
|
2014
Q4 | $69K | Hold |
965
| – | – | ﹤0.01% | 515 |
|
|
2014
Q3 | $59K | Buy |
965
+203
| +27% | +$12.4K | ﹤0.01% | 587 |
|
|
2014
Q2 | $45K | Buy |
762
+266
| +54% | +$15.7K | ﹤0.01% | 626 |
|
|
2014
Q1 | $28K | Hold |
496
| – | – | ﹤0.01% | 683 |
|
|
2013
Q4 | $27K | Sell |
496
-90
| -15% | -$4.9K | ﹤0.01% | 642 |
|
|
2013
Q3 | $29K | Buy |
+586
| New | +$29K | ﹤0.01% | 629 |
|