EWM
Evercore Wealth Management’s Dover DOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Hold |
7,333
| – | – | 0.02% | 187 |
|
|
2025
Q1 | $1.29M | Hold |
7,333
| – | – | 0.02% | 198 |
|
|
2024
Q4 | $1.38M | Hold |
7,333
| – | – | 0.02% | 193 |
|
|
2024
Q3 | $1.41M | Sell |
7,333
-1,348
| -16% | -$258K | 0.02% | 191 |
|
|
2024
Q2 | $1.57M | Sell |
8,681
-255
| -3% | -$46K | 0.02% | 179 |
|
|
2024
Q1 | $1.58M | Sell |
8,936
-195
| -2% | -$34.6K | 0.02% | 180 |
|
|
2023
Q4 | $1.4M | Sell |
9,131
-241
| -3% | -$37.1K | 0.02% | 186 |
|
|
2023
Q3 | $1.31M | Sell |
9,372
-11
| -0.1% | -$1.54K | 0.02% | 186 |
|
|
2023
Q2 | $1.39M | Sell |
9,383
-107
| -1% | -$15.8K | 0.03% | 185 |
|
|
2023
Q1 | $1.44M | Sell |
9,490
-272
| -3% | -$41.3K | 0.03% | 177 |
|
|
2022
Q4 | $1.32M | Sell |
9,762
-300
| -3% | -$40.6K | 0.03% | 181 |
|
|
2022
Q3 | $1.17M | Buy |
10,062
+444
| +5% | +$51.8K | 0.03% | 184 |
|
|
2022
Q2 | $1.17M | Sell |
9,618
-142
| -1% | -$17.2K | 0.02% | 193 |
|
|
2022
Q1 | $1.53M | Hold |
9,760
| – | – | 0.03% | 183 |
|
|
2021
Q4 | $1.77M | Hold |
9,760
| – | – | 0.03% | 175 |
|
|
2021
Q3 | $1.52M | Sell |
9,760
-1,099
| -10% | -$171K | 0.03% | 184 |
|
|
2021
Q2 | $1.64M | Sell |
10,859
-46
| -0.4% | -$6.93K | 0.03% | 185 |
|
|
2021
Q1 | $1.5M | Sell |
10,905
-2
| -0% | -$274 | 0.03% | 190 |
|
|
2020
Q4 | $1.38M | Buy |
10,907
+45
| +0.4% | +$5.68K | 0.03% | 187 |
|
|
2020
Q3 | $1.18M | Buy |
10,862
+62
| +0.6% | +$6.72K | 0.03% | 180 |
|
|
2020
Q2 | $1.04M | Hold |
10,800
| – | – | 0.03% | 185 |
|
|
2020
Q1 | $906K | Sell |
10,800
-100
| -0.9% | -$8.39K | 0.03% | 188 |
|
|
2019
Q4 | $1.26M | Sell |
10,900
-700
| -6% | -$80.7K | 0.03% | 190 |
|
|
2019
Q3 | $1.16M | Sell |
11,600
-1,000
| -8% | -$99.6K | 0.03% | 189 |
|
|
2019
Q2 | $1.26M | Hold |
12,600
| – | – | 0.04% | 183 |
|
|
2019
Q1 | $1.18M | Sell |
12,600
-600
| -5% | -$56.3K | 0.04% | 185 |
|
|
2018
Q4 | $937K | Buy |
13,200
+1,335
| +11% | +$94.8K | 0.04% | 183 |
|
|
2018
Q3 | $1.05M | Buy |
11,865
+40
| +0.3% | +$3.54K | 0.03% | 193 |
|
|
2018
Q2 | $866K | Sell |
11,825
-1,810
| -13% | -$133K | 0.03% | 217 |
|
|
2018
Q1 | $1.34M | Sell |
13,635
-120
| -0.9% | -$11.8K | 0.05% | 156 |
|
|
2017
Q4 | $1.39M | Hold |
13,755
| – | – | 0.05% | 168 |
|
|
2017
Q3 | $1.26M | Hold |
13,755
| – | – | 0.05% | 164 |
|
|
2017
Q2 | $1.1M | Buy |
13,755
+120
| +0.9% | +$9.62K | 0.04% | 171 |
|
|
2017
Q1 | $1.1M | Sell |
13,635
-18
| -0.1% | -$1.45K | 0.04% | 171 |
|
|
2016
Q4 | $1.02M | Buy |
13,653
+718
| +6% | +$53.8K | 0.04% | 175 |
|
|
2016
Q3 | $952K | Hold |
12,935
| – | – | 0.04% | 178 |
|
|
2016
Q2 | $897K | Sell |
12,935
-451
| -3% | -$31.3K | 0.04% | 183 |
|
|
2016
Q1 | $861K | Sell |
13,386
-1,098
| -8% | -$70.6K | 0.04% | 184 |
|
|
2015
Q4 | $888K | Buy |
14,484
+1,791
| +14% | +$110K | 0.04% | 192 |
|
|
2015
Q3 | $727K | Hold |
12,693
| – | – | 0.03% | 213 |
|
|
2015
Q2 | $889K | Hold |
12,693
| – | – | 0.04% | 209 |
|
|
2015
Q1 | $880K | Hold |
12,693
| – | – | 0.04% | 200 |
|
|
2014
Q4 | $910K | Sell |
12,693
-31
| -0.2% | -$2.22K | 0.05% | 178 |
|
|
2014
Q3 | $1.02M | Sell |
12,724
-18
| -0.1% | -$1.44K | 0.05% | 183 |
|
|
2014
Q2 | $1.16M | Buy |
12,742
+49
| +0.4% | +$4.45K | 0.06% | 172 |
|
|
2014
Q1 | $1.04M | Buy |
12,693
+600
| +5% | +$49.1K | 0.06% | 182 |
|
|
2013
Q4 | $1.17M | Sell |
12,093
-50
| -0.4% | -$4.82K | 0.06% | 177 |
|
|
2013
Q3 | $1.09M | Buy |
12,143
+50
| +0.4% | +$4.49K | 0.06% | 204 |
|
|
2013
Q2 | $941K | Buy |
+12,093
| New | +$941K | 0.05% | 216 |
|