EWM
Evercore Wealth Management’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,820
| Closed | -$238K | – | 411 |
|
|
2025
Q1 | $238K | Sell |
6,820
-440
| -6% | -$15.4K | ﹤0.01% | 367 |
|
|
2024
Q4 | $291K | Buy |
7,260
+13
| +0.2% | +$522 | ﹤0.01% | 344 |
|
|
2024
Q3 | $396K | Sell |
7,247
-500
| -6% | -$27.3K | 0.01% | 304 |
|
|
2024
Q2 | $411K | Sell |
7,747
-59
| -0.8% | -$3.13K | 0.01% | 298 |
|
|
2024
Q1 | $452K | Buy |
7,806
+8
| +0.1% | +$463 | 0.01% | 294 |
|
|
2023
Q4 | $428K | Sell |
7,798
-64
| -0.8% | -$3.51K | 0.01% | 297 |
|
|
2023
Q3 | $405K | Sell |
7,862
-409
| -5% | -$21.1K | 0.01% | 290 |
|
|
2023
Q2 | $441K | Buy |
8,271
+14
| +0.2% | +$746 | 0.01% | 291 |
|
|
2023
Q1 | $453K | Buy |
8,257
+519
| +7% | +$28.5K | 0.01% | 284 |
|
|
2022
Q4 | $390K | Buy |
7,738
+584
| +8% | +$29.4K | 0.01% | 295 |
|
|
2022
Q3 | $314K | Buy |
7,154
+398
| +6% | +$17.5K | 0.01% | 310 |
|
|
2022
Q2 | $349K | Sell |
6,756
-931
| -12% | -$48.1K | 0.01% | 298 |
|
|
2022
Q1 | $490K | Hold |
7,687
| – | – | 0.01% | 285 |
|
|
2021
Q4 | $436K | Sell |
7,687
-2,500
| -25% | -$142K | 0.01% | 305 |
|
|
2021
Q3 | $586K | Sell |
10,187
-1,107
| -10% | -$63.7K | 0.01% | 270 |
|
|
2021
Q2 | $714K | Buy |
11,294
+177
| +2% | +$11.2K | 0.01% | 259 |
|
|
2021
Q1 | $711K | Sell |
11,117
-1,036
| -9% | -$66.3K | 0.01% | 253 |
|
|
2020
Q4 | $675K | Sell |
12,153
-28
| -0.2% | -$1.56K | 0.01% | 251 |
|
|
2020
Q3 | $573K | Sell |
12,181
-60
| -0.5% | -$2.82K | 0.01% | 250 |
|
|
2020
Q2 | $499K | Sell |
12,241
-1,323
| -10% | -$53.9K | 0.01% | 259 |
|
|
2020
Q1 | $397K | Sell |
13,564
-2,452
| -15% | -$71.8K | 0.01% | 264 |
|
|
2019
Q4 | $877K | Sell |
16,016
-2,146
| -12% | -$118K | 0.02% | 218 |
|
|
2019
Q3 | $865K | Sell |
18,162
-253
| -1% | -$12.1K | 0.03% | 223 |
|
|
2019
Q2 | $908K | Buy |
+18,415
| New | +$908K | 0.03% | 217 |
|