EWM
BXP icon

Evercore Wealth Management’s Boston Properties BXP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-2,295
Closed -$204K 379
2022
Q2
$204K Hold
2,295
﹤0.01% 378
2022
Q1
$296K Sell
2,295
-763
-25% -$98.4K 0.01% 355
2021
Q4
$352K Hold
3,058
0.01% 329
2021
Q3
$331K Hold
3,058
0.01% 342
2021
Q2
$350K Sell
3,058
-9
-0.3% -$1.03K 0.01% 339
2021
Q1
$311K Hold
3,067
0.01% 357
2020
Q4
$290K Sell
3,067
-11
-0.4% -$1.04K 0.01% 361
2020
Q3
$247K Buy
3,078
+6
+0.2% +$481 0.01% 334
2020
Q2
$278K Buy
3,072
+14
+0.5% +$1.27K 0.01% 315
2020
Q1
$282K Hold
3,058
0.01% 306
2019
Q4
$422K Hold
3,058
0.01% 302
2019
Q3
$397K Hold
3,058
0.01% 296
2019
Q2
$394K Hold
3,058
0.01% 306
2019
Q1
$409K Hold
3,058
0.01% 291
2018
Q4
$344K Sell
3,058
-22
-0.7% -$2.48K 0.01% 288
2018
Q3
$379K Buy
3,080
+22
+0.7% +$2.71K 0.01% 308
2018
Q2
$384K Hold
3,058
0.01% 296
2018
Q1
$377K Hold
3,058
0.01% 275
2017
Q4
$398K Hold
3,058
0.01% 278
2017
Q3
$376K Hold
3,058
0.01% 284
2017
Q2
$376K Hold
3,058
0.01% 288
2017
Q1
$405K Sell
3,058
-12
-0.4% -$1.59K 0.02% 281
2016
Q4
$387K Buy
3,070
+12
+0.4% +$1.51K 0.02% 274
2016
Q3
$417K Hold
3,058
0.02% 267
2016
Q2
$403K Hold
3,058
0.02% 265
2016
Q1
$389K Hold
3,058
0.02% 271
2015
Q4
$390K Hold
3,058
0.02% 280
2015
Q3
$362K Sell
3,058
-82
-3% -$9.71K 0.02% 302
2015
Q2
$380K Buy
3,140
+82
+3% +$9.92K 0.02% 314
2015
Q1
$429K Hold
3,058
0.02% 298
2014
Q4
$393K Sell
3,058
-550
-15% -$70.7K 0.02% 276
2014
Q3
$418K Hold
3,608
0.02% 290
2014
Q2
$426K Hold
3,608
0.02% 289
2014
Q1
$413K Hold
3,608
0.02% 282
2013
Q4
$362K Sell
3,608
-50
-1% -$5.02K 0.02% 301
2013
Q3
$390K Buy
3,658
+50
+1% +$5.33K 0.02% 311
2013
Q2
$380K Buy
+3,608
New +$380K 0.02% 318