EWM
Evercore Wealth Management’s AB InBev BUD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-945
| Closed | -$106K | – | 407 |
|
|
2017
Q4 | $106K | Hold |
945
| – | – | ﹤0.01% | 450 |
|
|
2017
Q3 | $113K | Hold |
945
| – | – | ﹤0.01% | 439 |
|
|
2017
Q2 | $104K | Buy |
+945
| New | +$104K | ﹤0.01% | 458 |
|
|
2015
Q4 | – | Sell |
-4,952
| Closed | -$526K | – | 1013 |
|
|
2015
Q3 | $526K | Sell |
4,952
-2,500
| -34% | -$266K | 0.03% | 247 |
|
|
2015
Q2 | $897K | Buy |
7,452
+3,737
| +101% | +$450K | 0.04% | 207 |
|
|
2015
Q1 | $452K | Buy |
3,715
+720
| +24% | +$87.6K | 0.02% | 290 |
|
|
2014
Q4 | $337K | Buy |
2,995
+2,052
| +218% | +$231K | 0.02% | 300 |
|
|
2014
Q3 | $104K | Buy |
943
+389
| +70% | +$42.9K | 0.01% | 509 |
|
|
2014
Q2 | $64K | Buy |
554
+77
| +16% | +$8.9K | ﹤0.01% | 577 |
|
|
2014
Q1 | $50K | Hold |
477
| – | – | ﹤0.01% | 595 |
|
|
2013
Q4 | $51K | Sell |
477
-179
| -27% | -$19.1K | ﹤0.01% | 557 |
|
|
2013
Q3 | $65K | Buy |
656
+211
| +47% | +$20.9K | ﹤0.01% | 537 |
|
|
2013
Q2 | $40K | Buy |
+445
| New | +$40K | ﹤0.01% | 589 |
|