EWM
Evercore Wealth Management’s Acuity Brands AYI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.45M | Sell |
4,865
-497
| -9% | -$148K | 0.02% | 184 |
|
2025
Q1 | $1.41M | Hold |
5,362
| – | – | 0.02% | 186 |
|
2024
Q4 | $1.57M | Sell |
5,362
-505
| -9% | -$148K | 0.02% | 181 |
|
2024
Q3 | $1.62M | Hold |
5,867
| – | – | 0.02% | 179 |
|
2024
Q2 | $1.42M | Hold |
5,867
| – | – | 0.02% | 190 |
|
2024
Q1 | $1.58M | Hold |
5,867
| – | – | 0.02% | 181 |
|
2023
Q4 | $1.2M | Sell |
5,867
-7
| -0.1% | -$1.43K | 0.02% | 207 |
|
2023
Q3 | $1M | Buy |
5,874
+7
| +0.1% | +$1.19K | 0.02% | 215 |
|
2023
Q2 | $957K | Hold |
5,867
| – | – | 0.02% | 220 |
|
2023
Q1 | $1.07M | Hold |
5,867
| – | – | 0.02% | 207 |
|
2022
Q4 | $972K | Hold |
5,867
| – | – | 0.02% | 213 |
|
2022
Q3 | $924K | Hold |
5,867
| – | – | 0.02% | 207 |
|
2022
Q2 | $904K | Hold |
5,867
| – | – | 0.02% | 217 |
|
2022
Q1 | $1.11M | Hold |
5,867
| – | – | 0.02% | 213 |
|
2021
Q4 | $1.24M | Hold |
5,867
| – | – | 0.02% | 207 |
|
2021
Q3 | $1.02M | Hold |
5,867
| – | – | 0.02% | 219 |
|
2021
Q2 | $1.1M | Hold |
5,867
| – | – | 0.02% | 219 |
|
2021
Q1 | $968K | Hold |
5,867
| – | – | 0.02% | 229 |
|
2020
Q4 | $710K | Sell |
5,867
-8
| -0.1% | -$968 | 0.02% | 244 |
|
2020
Q3 | $601K | Buy |
5,875
+8
| +0.1% | +$818 | 0.01% | 243 |
|
2020
Q2 | $562K | Sell |
5,867
-12
| -0.2% | -$1.15K | 0.02% | 248 |
|
2020
Q1 | $504K | Buy |
5,879
+12
| +0.2% | +$1.03K | 0.02% | 242 |
|
2019
Q4 | $810K | Sell |
5,867
-41
| -0.7% | -$5.66K | 0.02% | 232 |
|
2019
Q3 | $796K | Buy |
+5,908
| New | +$796K | 0.02% | 230 |
|
2016
Q4 | – | Sell |
-18
| Closed | -$5K | – | 1014 |
|
2016
Q3 | $5K | Hold |
18
| – | – | ﹤0.01% | 927 |
|
2016
Q2 | $4K | Buy |
+18
| New | +$4K | ﹤0.01% | 939 |
|