EWM
Evercore Wealth Management’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Hold |
3,913
| – | – | 0.01% | 321 |
|
|
2025
Q1 | $328K | Hold |
3,913
| – | – | 0.01% | 322 |
|
|
2024
Q4 | $301K | Hold |
3,913
| – | – | ﹤0.01% | 342 |
|
|
2024
Q3 | $281K | Hold |
3,913
| – | – | ﹤0.01% | 353 |
|
|
2024
Q2 | $234K | Hold |
3,913
| – | – | ﹤0.01% | 371 |
|
|
2024
Q1 | $225K | Hold |
3,913
| – | – | ﹤0.01% | 387 |
|
|
2023
Q4 | $204K | Buy |
+3,913
| New | +$204K | ﹤0.01% | 406 |
|
|
2021
Q2 | – | Sell |
-4,721
| Closed | -$224K | – | 424 |
|
|
2021
Q1 | $224K | Buy |
+4,721
| New | +$224K | ﹤0.01% | 408 |
|
|
2020
Q3 | – | Sell |
-5,223
| Closed | -$202K | – | 378 |
|
|
2020
Q2 | $202K | Buy |
+5,223
| New | +$202K | 0.01% | 364 |
|
|
2020
Q1 | – | Sell |
-7,792
| Closed | -$392K | – | 364 |
|
|
2019
Q4 | $392K | Sell |
7,792
-400
| -5% | -$20.1K | 0.01% | 311 |
|
|
2019
Q3 | $371K | Sell |
8,192
-1,174
| -13% | -$53.2K | 0.01% | 301 |
|
|
2019
Q2 | $413K | Sell |
9,366
-82
| -0.9% | -$3.62K | 0.01% | 301 |
|
|
2019
Q1 | $476K | Buy |
9,448
+1,516
| +19% | +$76.4K | 0.02% | 277 |
|
|
2018
Q4 | $374K | Sell |
7,932
-8,374
| -51% | -$395K | 0.01% | 278 |
|
|
2018
Q3 | $831K | Buy |
16,306
+80
| +0.5% | +$4.08K | 0.03% | 224 |
|
|
2018
Q2 | $875K | Buy |
16,226
+8,300
| +105% | +$448K | 0.03% | 216 |
|
|
2018
Q1 | $408K | Hold |
7,926
| – | – | 0.02% | 267 |
|
|
2017
Q4 | $427K | Sell |
7,926
-500
| -6% | -$26.9K | 0.02% | 270 |
|
|
2017
Q3 | $446K | Hold |
8,426
| – | – | 0.02% | 269 |
|
|
2017
Q2 | $430K | Sell |
8,426
-94
| -1% | -$4.8K | 0.02% | 271 |
|
|
2017
Q1 | $402K | Sell |
8,520
-446
| -5% | -$21K | 0.02% | 283 |
|
|
2016
Q4 | $425K | Sell |
8,966
-1,944
| -18% | -$92.1K | 0.02% | 264 |
|
|
2016
Q3 | $435K | Sell |
10,910
-1,627
| -13% | -$64.9K | 0.02% | 262 |
|
|
2016
Q2 | $488K | Buy |
12,537
+153
| +1% | +$5.96K | 0.02% | 242 |
|
|
2016
Q1 | $456K | Hold |
12,384
| – | – | 0.02% | 253 |
|
|
2015
Q4 | $510K | Buy |
12,384
+1,508
| +14% | +$62.1K | 0.02% | 252 |
|
|
2015
Q3 | $426K | Hold |
10,876
| – | – | 0.02% | 274 |
|
|
2015
Q2 | $456K | Hold |
10,876
| – | – | 0.02% | 285 |
|
|
2015
Q1 | $438K | Hold |
10,876
| – | – | 0.02% | 295 |
|
|
2014
Q4 | $441K | Sell |
10,876
-1,120
| -9% | -$45.4K | 0.02% | 258 |
|
|
2014
Q3 | $465K | Buy |
11,996
+4,220
| +54% | +$164K | 0.02% | 267 |
|
|
2014
Q2 | $292K | Buy |
7,776
+194
| +3% | +$7.29K | 0.02% | 342 |
|
|
2014
Q1 | $267K | Hold |
7,582
| – | – | 0.02% | 337 |
|
|
2013
Q4 | $265K | Sell |
7,582
-146
| -2% | -$5.1K | 0.01% | 339 |
|
|
2013
Q3 | $232K | Sell |
7,728
-454
| -6% | -$13.6K | 0.01% | 385 |
|
|
2013
Q2 | $229K | Buy |
+8,182
| New | +$229K | 0.01% | 383 |
|