EWM
Evercore Wealth Management’s Enbridge ENB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
24,089
-490
| -2% | -$22.2K | 0.02% | 208 |
|
|
2025
Q1 | $1.09M | Sell |
24,579
-249
| -1% | -$11K | 0.02% | 208 |
|
|
2024
Q4 | $1.05M | Hold |
24,828
| – | – | 0.02% | 213 |
|
|
2024
Q3 | $1.01M | Sell |
24,828
-202
| -0.8% | -$8.2K | 0.02% | 219 |
|
|
2024
Q2 | $891K | Sell |
25,030
-290
| -1% | -$10.3K | 0.01% | 223 |
|
|
2024
Q1 | $916K | Sell |
25,320
-125
| -0.5% | -$4.52K | 0.01% | 223 |
|
|
2023
Q4 | $917K | Sell |
25,445
-130
| -0.5% | -$4.68K | 0.02% | 223 |
|
|
2023
Q3 | $849K | Sell |
25,575
-2,625
| -9% | -$87.1K | 0.02% | 225 |
|
|
2023
Q2 | $1.05M | Buy |
28,200
+1,021
| +4% | +$37.9K | 0.02% | 216 |
|
|
2023
Q1 | $1.04M | Buy |
27,179
+1,939
| +8% | +$74K | 0.02% | 210 |
|
|
2022
Q4 | $987K | Sell |
25,240
-75
| -0.3% | -$2.93K | 0.02% | 211 |
|
|
2022
Q3 | $939K | Hold |
25,315
| – | – | 0.02% | 206 |
|
|
2022
Q2 | $1.07M | Hold |
25,315
| – | – | 0.02% | 203 |
|
|
2022
Q1 | $1.17M | Hold |
25,315
| – | – | 0.02% | 208 |
|
|
2021
Q4 | $990K | Hold |
25,315
| – | – | 0.02% | 224 |
|
|
2021
Q3 | $1.01M | Sell |
25,315
-5
| -0% | -$199 | 0.02% | 220 |
|
|
2021
Q2 | $1.01M | Sell |
25,320
-3,426
| -12% | -$137K | 0.02% | 223 |
|
|
2021
Q1 | $1.05M | Sell |
28,746
-247
| -0.9% | -$8.99K | 0.02% | 219 |
|
|
2020
Q4 | $928K | Buy |
28,993
+448
| +2% | +$14.3K | 0.02% | 223 |
|
|
2020
Q3 | $834K | Sell |
28,545
-1,293
| -4% | -$37.8K | 0.02% | 215 |
|
|
2020
Q2 | $907K | Sell |
29,838
-3,658
| -11% | -$111K | 0.02% | 199 |
|
|
2020
Q1 | $975K | Sell |
33,496
-1,350
| -4% | -$39.3K | 0.03% | 182 |
|
|
2019
Q4 | $1.39M | Sell |
34,846
-4,056
| -10% | -$161K | 0.04% | 184 |
|
|
2019
Q3 | $1.37M | Buy |
38,902
+14,008
| +56% | +$492K | 0.04% | 174 |
|
|
2019
Q2 | $899K | Buy |
24,894
+3,344
| +16% | +$121K | 0.03% | 219 |
|
|
2019
Q1 | $781K | Sell |
21,550
-9,004
| -29% | -$326K | 0.03% | 226 |
|
|
2018
Q4 | $949K | Buy |
30,554
+1,787
| +6% | +$55.5K | 0.04% | 181 |
|
|
2018
Q3 | $929K | Buy |
28,767
+2,024
| +8% | +$65.4K | 0.03% | 208 |
|
|
2018
Q2 | $954K | Buy |
+26,743
| New | +$954K | 0.03% | 206 |
|
|
2018
Q1 | – | Sell |
-6,351
| Closed | -$249K | – | 470 |
|
|
2017
Q4 | $249K | Sell |
6,351
-42
| -0.7% | -$1.65K | 0.01% | 330 |
|
|
2017
Q3 | $268K | Sell |
6,393
-1,770
| -22% | -$74.2K | 0.01% | 330 |
|
|
2017
Q2 | $325K | Sell |
8,163
-149
| -2% | -$5.93K | 0.01% | 312 |
|
|
2017
Q1 | $348K | Buy |
8,312
+8,121
| +4,252% | +$340K | 0.01% | 302 |
|
|
2016
Q4 | $8K | Buy |
191
+149
| +355% | +$6.24K | ﹤0.01% | 843 |
|
|
2016
Q3 | $2K | Hold |
42
| – | – | ﹤0.01% | 989 |
|
|
2016
Q2 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 989 |
|
|
2015
Q3 | – | Sell |
-445
| Closed | -$21K | – | 974 |
|
|
2015
Q2 | $21K | Buy |
+445
| New | +$21K | ﹤0.01% | 786 |
|
|
2014
Q4 | – | Sell |
-300
| Closed | -$14K | – | 891 |
|
|
2014
Q3 | $14K | Hold |
300
| – | – | ﹤0.01% | 782 |
|
|
2014
Q2 | $14K | Sell |
300
-500
| -63% | -$23.3K | ﹤0.01% | 791 |
|
|
2014
Q1 | $37K | Buy |
+800
| New | +$37K | ﹤0.01% | 642 |
|