EWM
Evercore Wealth Management’s Brookfield Infrastructure Partners BIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Hold |
6,896
| – | – | ﹤0.01% | 374 |
|
|
2025
Q1 | $205K | Hold |
6,896
| – | – | ﹤0.01% | 391 |
|
|
2024
Q4 | $219K | Hold |
6,896
| – | – | ﹤0.01% | 389 |
|
|
2024
Q3 | $242K | Buy |
+6,896
| New | +$242K | ﹤0.01% | 372 |
|
|
2024
Q2 | – | Sell |
-6,897
| Closed | -$215K | – | 414 |
|
|
2024
Q1 | $215K | Hold |
6,897
| – | – | ﹤0.01% | 394 |
|
|
2023
Q4 | $217K | Hold |
6,897
| – | – | ﹤0.01% | 402 |
|
|
2023
Q3 | $203K | Hold |
6,897
| – | – | ﹤0.01% | 384 |
|
|
2023
Q2 | $252K | Hold |
6,897
| – | – | ﹤0.01% | 363 |
|
|
2023
Q1 | $233K | Hold |
6,897
| – | – | ﹤0.01% | 363 |
|
|
2022
Q4 | $214K | Hold |
6,897
| – | – | ﹤0.01% | 380 |
|
|
2022
Q3 | $248K | Hold |
6,897
| – | – | 0.01% | 343 |
|
|
2022
Q2 | $264K | Buy |
6,897
+2,299
| +50% | +$88K | 0.01% | 338 |
|
|
2022
Q1 | $305K | Hold |
4,598
| – | – | 0.01% | 349 |
|
|
2021
Q4 | $280K | Sell |
4,598
-570
| -11% | -$34.7K | ﹤0.01% | 371 |
|
|
2021
Q3 | $290K | Hold |
5,168
| – | – | 0.01% | 371 |
|
|
2021
Q2 | $287K | Hold |
5,168
| – | – | 0.01% | 371 |
|
|
2021
Q1 | $275K | Hold |
5,168
| – | – | 0.01% | 376 |
|
|
2020
Q4 | $255K | Sell |
5,168
-500
| -9% | -$24.7K | 0.01% | 383 |
|
|
2020
Q3 | $270K | Hold |
5,668
| – | – | 0.01% | 322 |
|
|
2020
Q2 | $233K | Sell |
5,668
-100
| -2% | -$4.11K | 0.01% | 338 |
|
|
2020
Q1 | $207K | Hold |
5,768
| – | – | 0.01% | 342 |
|
|
2019
Q4 | $288K | Sell |
5,768
-50
| -0.9% | -$2.5K | 0.01% | 345 |
|
|
2019
Q3 | $289K | Sell |
5,818
-365
| -6% | -$18.1K | 0.01% | 347 |
|
|
2019
Q2 | $265K | Sell |
6,183
-160
| -3% | -$6.86K | 0.01% | 358 |
|
|
2019
Q1 | $266K | Buy |
+6,343
| New | +$266K | 0.01% | 349 |
|
|
2018
Q1 | – | Sell |
-3,600
| Closed | -$161K | – | 398 |
|
|
2017
Q4 | $161K | Hold |
3,600
| – | – | 0.01% | 393 |
|
|
2017
Q3 | $155K | Hold |
3,600
| – | – | 0.01% | 396 |
|
|
2017
Q2 | $147K | Sell |
3,600
-300
| -8% | -$12.3K | 0.01% | 405 |
|
|
2017
Q1 | $151K | Hold |
3,900
| – | – | 0.01% | 414 |
|
|
2016
Q4 | $131K | Hold |
3,900
| – | – | 0.01% | 445 |
|
|
2016
Q3 | $135K | Buy |
3,900
+1,300
| +50% | +$45K | 0.01% | 438 |
|
|
2016
Q2 | $118K | Hold |
2,600
| – | – | 0.01% | 436 |
|
|
2016
Q1 | $110K | Hold |
2,600
| – | – | ﹤0.01% | 441 |
|
|
2015
Q4 | $99K | Sell |
2,600
-1,600
| -38% | -$60.9K | ﹤0.01% | 475 |
|
|
2015
Q3 | $154K | Hold |
4,200
| – | – | 0.01% | 426 |
|
|
2015
Q2 | $187K | Hold |
4,200
| – | – | 0.01% | 430 |
|
|
2015
Q1 | $191K | Hold |
4,200
| – | – | 0.01% | 422 |
|
|
2014
Q4 | $176K | Hold |
4,200
| – | – | 0.01% | 380 |
|
|
2014
Q3 | $160K | Hold |
4,200
| – | – | 0.01% | 435 |
|
|
2014
Q2 | $176K | Sell |
4,200
-200
| -5% | -$8.38K | 0.01% | 409 |
|
|
2014
Q1 | $174K | Buy |
4,400
+3,100
| +238% | +$123K | 0.01% | 397 |
|
|
2013
Q4 | $51K | Sell |
1,300
-31,050
| -96% | -$1.22M | ﹤0.01% | 556 |
|
|
2013
Q3 | $1.23M | Sell |
32,350
-1,400
| -4% | -$53.2K | 0.07% | 193 |
|
|
2013
Q2 | $1.23M | Buy |
+33,750
| New | +$1.23M | 0.07% | 192 |
|