EWM
Evercore Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Hold |
4,378
| – | – | 0.01% | 314 |
|
|
2025
Q1 | $311K | Sell |
4,378
-285
| -6% | -$20.2K | 0.01% | 327 |
|
|
2024
Q4 | $328K | Hold |
4,663
| – | – | ﹤0.01% | 329 |
|
|
2024
Q3 | $292K | Sell |
4,663
-1,252
| -21% | -$78.4K | ﹤0.01% | 346 |
|
|
2024
Q2 | $375K | Buy |
5,915
+1,419
| +32% | +$90.1K | 0.01% | 312 |
|
|
2024
Q1 | $284K | Sell |
4,496
-657
| -13% | -$41.5K | ﹤0.01% | 351 |
|
|
2023
Q4 | $265K | Buy |
+5,153
| New | +$265K | ﹤0.01% | 365 |
|
|
2023
Q2 | – | Sell |
-4,560
| Closed | -$214K | – | 416 |
|
|
2023
Q1 | $214K | Buy |
+4,560
| New | +$214K | ﹤0.01% | 377 |
|
|
2022
Q4 | – | Sell |
-7,414
| Closed | -$309K | – | 398 |
|
|
2022
Q3 | $309K | Sell |
7,414
-2,300
| -24% | -$95.9K | 0.01% | 312 |
|
|
2022
Q2 | $447K | Sell |
9,714
-724
| -7% | -$33.3K | 0.01% | 272 |
|
|
2022
Q1 | $557K | Sell |
10,438
-300
| -3% | -$16K | 0.01% | 267 |
|
|
2021
Q4 | $649K | Sell |
10,738
-67
| -0.6% | -$4.05K | 0.01% | 264 |
|
|
2021
Q3 | $758K | Sell |
10,805
-221
| -2% | -$15.5K | 0.01% | 248 |
|
|
2021
Q2 | $780K | Sell |
11,026
-1,122
| -9% | -$79.4K | 0.01% | 250 |
|
|
2021
Q1 | $884K | Buy |
12,148
+295
| +2% | +$21.5K | 0.02% | 237 |
|
|
2020
Q4 | $731K | Buy |
11,853
+191
| +2% | +$11.8K | 0.02% | 241 |
|
|
2020
Q3 | $503K | Sell |
11,662
-1,337
| -10% | -$57.7K | 0.01% | 262 |
|
|
2020
Q2 | $664K | Sell |
12,999
-17,183
| -57% | -$878K | 0.02% | 239 |
|
|
2020
Q1 | $1.27M | Buy |
30,182
+287
| +1% | +$12.1K | 0.04% | 164 |
|
|
2019
Q4 | $2.39M | Buy |
29,895
+49
| +0.2% | +$3.91K | 0.06% | 142 |
|
|
2019
Q3 | $2.06M | Buy |
29,846
+637
| +2% | +$44K | 0.06% | 147 |
|
|
2019
Q2 | $2.05M | Sell |
29,209
-3,243
| -10% | -$227K | 0.06% | 149 |
|
|
2019
Q1 | $2.02M | Buy |
32,452
+8,054
| +33% | +$501K | 0.07% | 146 |
|
|
2018
Q4 | $1.27M | Buy |
24,398
+761
| +3% | +$39.6K | 0.05% | 164 |
|
|
2018
Q3 | $1.7M | Buy |
23,637
+3,176
| +16% | +$228K | 0.05% | 160 |
|
|
2018
Q2 | $1.37M | Buy |
20,461
+12,392
| +154% | +$829K | 0.05% | 168 |
|
|
2018
Q1 | $545K | Sell |
8,069
-160
| -2% | -$10.8K | 0.02% | 236 |
|
|
2017
Q4 | $612K | Buy |
8,229
+200
| +2% | +$14.9K | 0.02% | 232 |
|
|
2017
Q3 | $584K | Buy |
8,029
+52
| +0.7% | +$3.78K | 0.02% | 234 |
|
|
2017
Q2 | $533K | Buy |
7,977
+197
| +3% | +$13.2K | 0.02% | 245 |
|
|
2017
Q1 | $465K | Buy |
7,780
+870
| +13% | +$52K | 0.02% | 266 |
|
|
2016
Q4 | $411K | Buy |
6,910
+762
| +12% | +$45.3K | 0.02% | 269 |
|
|
2016
Q3 | $290K | Buy |
6,148
+186
| +3% | +$8.77K | 0.01% | 313 |
|
|
2016
Q2 | $253K | Buy |
5,962
+3,257
| +120% | +$138K | 0.01% | 323 |
|
|
2016
Q1 | $113K | Sell |
2,705
-628
| -19% | -$26.2K | 0.01% | 433 |
|
|
2015
Q4 | $172K | Buy |
3,333
+1,160
| +53% | +$59.9K | 0.01% | 396 |
|
|
2015
Q3 | $107K | Buy |
2,173
+549
| +34% | +$27K | 0.01% | 474 |
|
|
2015
Q2 | $90K | Sell |
1,624
-2,098
| -56% | -$116K | ﹤0.01% | 540 |
|
|
2015
Q1 | $191K | Buy |
3,722
+1,569
| +73% | +$80.5K | 0.01% | 423 |
|
|
2014
Q4 | $116K | Sell |
2,153
-32
| -1% | -$1.72K | 0.01% | 437 |
|
|
2014
Q3 | $113K | Sell |
2,185
-500
| -19% | -$25.9K | 0.01% | 492 |
|
|
2014
Q2 | $126K | Sell |
2,685
-804
| -23% | -$37.7K | 0.01% | 473 |
|
|
2014
Q1 | $167K | Sell |
3,489
-799
| -19% | -$38.2K | 0.01% | 403 |
|
|
2013
Q4 | $222K | Buy |
4,288
+1,172
| +38% | +$60.7K | 0.01% | 357 |
|
|
2013
Q3 | $151K | Buy |
3,116
+2,969
| +2,020% | +$144K | 0.01% | 425 |
|
|
2013
Q2 | $7K | Buy |
+147
| New | +$7K | ﹤0.01% | 742 |
|