EWM
Evercore Wealth Management’s Broadridge BR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,432
| Closed | -$293K | – | 415 |
|
|
2024
Q1 | $293K | Sell |
1,432
-59
| -4% | -$12.1K | ﹤0.01% | 344 |
|
|
2023
Q4 | $307K | Sell |
1,491
-124
| -8% | -$25.5K | 0.01% | 342 |
|
|
2023
Q3 | $289K | Sell |
1,615
-50
| -3% | -$8.95K | 0.01% | 325 |
|
|
2023
Q2 | $276K | Hold |
1,665
| – | – | 0.01% | 353 |
|
|
2023
Q1 | $244K | Hold |
1,665
| – | – | ﹤0.01% | 355 |
|
|
2022
Q4 | $223K | Sell |
1,665
-344
| -17% | -$46.1K | ﹤0.01% | 368 |
|
|
2022
Q3 | $290K | Buy |
2,009
+444
| +28% | +$64.1K | 0.01% | 320 |
|
|
2022
Q2 | $223K | Hold |
1,565
| – | – | ﹤0.01% | 362 |
|
|
2022
Q1 | $244K | Sell |
1,565
-3
| -0.2% | -$468 | ﹤0.01% | 387 |
|
|
2021
Q4 | $287K | Sell |
1,568
-480
| -23% | -$87.9K | ﹤0.01% | 364 |
|
|
2021
Q3 | $341K | Sell |
2,048
-9
| -0.4% | -$1.5K | 0.01% | 339 |
|
|
2021
Q2 | $332K | Sell |
2,057
-15
| -0.7% | -$2.42K | 0.01% | 352 |
|
|
2021
Q1 | $317K | Sell |
2,072
-39
| -2% | -$5.97K | 0.01% | 354 |
|
|
2020
Q4 | $323K | Buy |
2,111
+75
| +4% | +$11.5K | 0.01% | 347 |
|
|
2020
Q3 | $269K | Buy |
2,036
+9
| +0.4% | +$1.19K | 0.01% | 323 |
|
|
2020
Q2 | $256K | Buy |
+2,027
| New | +$256K | 0.01% | 323 |
|
|
2020
Q1 | – | Sell |
-2,079
| Closed | -$257K | – | 365 |
|
|
2019
Q4 | $257K | Sell |
2,079
-508
| -20% | -$62.8K | 0.01% | 358 |
|
|
2019
Q3 | $322K | Sell |
2,587
-44
| -2% | -$5.48K | 0.01% | 325 |
|
|
2019
Q2 | $336K | Hold |
2,631
| – | – | 0.01% | 325 |
|
|
2019
Q1 | $273K | Buy |
2,631
+37
| +1% | +$3.84K | 0.01% | 343 |
|
|
2018
Q4 | $250K | Buy |
2,594
+539
| +26% | +$51.9K | 0.01% | 333 |
|
|
2018
Q3 | $271K | Hold |
2,055
| – | – | 0.01% | 353 |
|
|
2018
Q2 | $237K | Sell |
2,055
-780
| -28% | -$90K | 0.01% | 360 |
|
|
2018
Q1 | $311K | Hold |
2,835
| – | – | 0.01% | 295 |
|
|
2017
Q4 | $256K | Sell |
2,835
-75
| -3% | -$6.77K | 0.01% | 327 |
|
|
2017
Q3 | $235K | Hold |
2,910
| – | – | 0.01% | 341 |
|
|
2017
Q2 | $220K | Sell |
2,910
-75
| -3% | -$5.67K | 0.01% | 347 |
|
|
2017
Q1 | $203K | Hold |
2,985
| – | – | 0.01% | 360 |
|
|
2016
Q4 | $198K | Sell |
2,985
-77
| -3% | -$5.11K | 0.01% | 368 |
|
|
2016
Q3 | $208K | Sell |
3,062
-176
| -5% | -$12K | 0.01% | 366 |
|
|
2016
Q2 | $211K | Buy |
3,238
+176
| +6% | +$11.5K | 0.01% | 352 |
|
|
2016
Q1 | $182K | Hold |
3,062
| – | – | 0.01% | 374 |
|
|
2015
Q4 | $165K | Buy |
3,062
+77
| +3% | +$4.15K | 0.01% | 402 |
|
|
2015
Q3 | $166K | Hold |
2,985
| – | – | 0.01% | 411 |
|
|
2015
Q2 | $150K | Hold |
2,985
| – | – | 0.01% | 467 |
|
|
2015
Q1 | $163K | Hold |
2,985
| – | – | 0.01% | 453 |
|
|
2014
Q4 | $137K | Buy |
2,985
+2,760
| +1,227% | +$127K | 0.01% | 415 |
|
|
2014
Q3 | $9K | Hold |
225
| – | – | ﹤0.01% | 823 |
|
|
2014
Q2 | $9K | Buy |
+225
| New | +$9K | ﹤0.01% | 846 |
|
|
2014
Q1 | – | Sell |
-250
| Closed | -$10K | – | 905 |
|
|
2013
Q4 | $10K | Buy |
+250
| New | +$10K | ﹤0.01% | 759 |
|