EWM
Evercore Wealth Management’s Digital Realty Trust DLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $573K | Buy |
3,287
+440
| +15% | +$76.7K | 0.01% | 270 |
|
|
2025
Q1 | $408K | Buy |
2,847
+55
| +2% | +$7.88K | 0.01% | 295 |
|
|
2024
Q4 | $495K | Sell |
2,792
-23
| -0.8% | -$4.08K | 0.01% | 276 |
|
|
2024
Q3 | $456K | Sell |
2,815
-5
| -0.2% | -$809 | 0.01% | 286 |
|
|
2024
Q2 | $429K | Buy |
2,820
+130
| +5% | +$19.8K | 0.01% | 292 |
|
|
2024
Q1 | $387K | Sell |
2,690
-656
| -20% | -$94.5K | 0.01% | 309 |
|
|
2023
Q4 | $450K | Buy |
3,346
+295
| +10% | +$39.7K | 0.01% | 293 |
|
|
2023
Q3 | $369K | Sell |
3,051
-791
| -21% | -$95.7K | 0.01% | 299 |
|
|
2023
Q2 | $437K | Buy |
3,842
+392
| +11% | +$44.6K | 0.01% | 292 |
|
|
2023
Q1 | $339K | Buy |
3,450
+384
| +13% | +$37.8K | 0.01% | 308 |
|
|
2022
Q4 | $307K | Sell |
3,066
-75
| -2% | -$7.52K | 0.01% | 320 |
|
|
2022
Q3 | $311K | Buy |
3,141
+58
| +2% | +$5.74K | 0.01% | 311 |
|
|
2022
Q2 | $400K | Hold |
3,083
| – | – | 0.01% | 281 |
|
|
2022
Q1 | $437K | Buy |
3,083
+127
| +4% | +$18K | 0.01% | 298 |
|
|
2021
Q4 | $523K | Sell |
2,956
-5
| -0.2% | -$885 | 0.01% | 277 |
|
|
2021
Q3 | $428K | Buy |
2,961
+5
| +0.2% | +$723 | 0.01% | 307 |
|
|
2021
Q2 | $444K | Sell |
2,956
-557
| -16% | -$83.7K | 0.01% | 306 |
|
|
2021
Q1 | $495K | Buy |
3,513
+232
| +7% | +$32.7K | 0.01% | 293 |
|
|
2020
Q4 | $458K | Buy |
3,281
+737
| +29% | +$103K | 0.01% | 301 |
|
|
2020
Q3 | $373K | Buy |
+2,544
| New | +$373K | 0.01% | 297 |
|
|
2018
Q1 | – | Sell |
-962
| Closed | -$110K | – | 456 |
|
|
2017
Q4 | $110K | Hold |
962
| – | – | ﹤0.01% | 446 |
|
|
2017
Q3 | $114K | Hold |
962
| – | – | ﹤0.01% | 438 |
|
|
2017
Q2 | $109K | Sell |
962
-373
| -28% | -$42.3K | ﹤0.01% | 451 |
|
|
2017
Q1 | $142K | Buy |
1,335
+85
| +7% | +$9.04K | 0.01% | 419 |
|
|
2016
Q4 | $123K | Buy |
1,250
+261
| +26% | +$25.7K | 0.01% | 455 |
|
|
2016
Q3 | $96K | Sell |
989
-91
| -8% | -$8.83K | ﹤0.01% | 491 |
|
|
2016
Q2 | $118K | Sell |
1,080
-138
| -11% | -$15.1K | 0.01% | 437 |
|
|
2016
Q1 | $108K | Sell |
1,218
-1,250
| -51% | -$111K | ﹤0.01% | 444 |
|
|
2015
Q4 | $187K | Buy |
2,468
+975
| +65% | +$73.9K | 0.01% | 377 |
|
|
2015
Q3 | $97K | Sell |
1,493
-5,807
| -80% | -$377K | ﹤0.01% | 489 |
|
|
2015
Q2 | $486K | Sell |
7,300
-1,160
| -14% | -$77.2K | 0.02% | 276 |
|
|
2015
Q1 | $558K | Buy |
8,460
+1,271
| +18% | +$83.8K | 0.03% | 259 |
|
|
2014
Q4 | $477K | Sell |
7,189
-236
| -3% | -$15.7K | 0.02% | 248 |
|
|
2014
Q3 | $463K | Buy |
7,425
+2,650
| +55% | +$165K | 0.02% | 268 |
|
|
2014
Q2 | $278K | Hold |
4,775
| – | – | 0.01% | 346 |
|
|
2014
Q1 | $253K | Sell |
4,775
-3,000
| -39% | -$159K | 0.01% | 343 |
|
|
2013
Q4 | $382K | Sell |
7,775
-3,050
| -28% | -$150K | 0.02% | 293 |
|
|
2013
Q3 | $575K | Buy |
10,825
+975
| +10% | +$51.8K | 0.03% | 262 |
|
|
2013
Q2 | $601K | Buy |
+9,850
| New | +$601K | 0.03% | 257 |
|