EWM
Evercore Wealth Management’s Eaton ETN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
3,247
-51
| -2% | -$18.2K | 0.02% | 200 |
|
|
2025
Q1 | $896K | Sell |
3,298
-516
| -14% | -$140K | 0.01% | 221 |
|
|
2024
Q4 | $1.27M | Hold |
3,814
| – | – | 0.02% | 201 |
|
|
2024
Q3 | $1.26M | Buy |
3,814
+187
| +5% | +$62K | 0.02% | 201 |
|
|
2024
Q2 | $1.14M | Sell |
3,627
-30
| -0.8% | -$9.41K | 0.02% | 209 |
|
|
2024
Q1 | $1.14M | Sell |
3,657
-22
| -0.6% | -$6.88K | 0.02% | 209 |
|
|
2023
Q4 | $886K | Sell |
3,679
-75
| -2% | -$18.1K | 0.01% | 227 |
|
|
2023
Q3 | $801K | Buy |
3,754
+982
| +35% | +$209K | 0.02% | 228 |
|
|
2023
Q2 | $557K | Buy |
2,772
+986
| +55% | +$198K | 0.01% | 270 |
|
|
2023
Q1 | $306K | Buy |
1,786
+75
| +4% | +$12.9K | 0.01% | 323 |
|
|
2022
Q4 | $269K | Buy |
+1,711
| New | +$269K | 0.01% | 339 |
|
|
2022
Q1 | – | Sell |
-1,468
| Closed | -$254K | – | 434 |
|
|
2021
Q4 | $254K | Sell |
1,468
-93
| -6% | -$16.1K | ﹤0.01% | 389 |
|
|
2021
Q3 | $233K | Sell |
1,561
-200
| -11% | -$29.9K | ﹤0.01% | 394 |
|
|
2021
Q2 | $261K | Sell |
1,761
-157
| -8% | -$23.3K | ﹤0.01% | 387 |
|
|
2021
Q1 | $265K | Sell |
1,918
-298
| -13% | -$41.2K | 0.01% | 384 |
|
|
2020
Q4 | $266K | Buy |
+2,216
| New | +$266K | 0.01% | 380 |
|
|
2020
Q1 | – | Sell |
-2,556
| Closed | -$242K | – | 375 |
|
|
2019
Q4 | $242K | Sell |
2,556
-429
| -14% | -$40.6K | 0.01% | 364 |
|
|
2019
Q3 | $248K | Buy |
2,985
+172
| +6% | +$14.3K | 0.01% | 360 |
|
|
2019
Q2 | $234K | Buy |
+2,813
| New | +$234K | 0.01% | 373 |
|
|
2018
Q1 | – | Sell |
-1,854
| Closed | -$146K | – | 482 |
|
|
2017
Q4 | $146K | Sell |
1,854
-42
| -2% | -$3.31K | 0.01% | 406 |
|
|
2017
Q3 | $146K | Hold |
1,896
| – | – | 0.01% | 404 |
|
|
2017
Q2 | $148K | Buy |
1,896
+40
| +2% | +$3.12K | 0.01% | 404 |
|
|
2017
Q1 | $138K | Buy |
1,856
+98
| +6% | +$7.29K | 0.01% | 423 |
|
|
2016
Q4 | $118K | Buy |
1,758
+100
| +6% | +$6.71K | ﹤0.01% | 460 |
|
|
2016
Q3 | $109K | Sell |
1,658
-500
| -23% | -$32.9K | ﹤0.01% | 465 |
|
|
2016
Q2 | $129K | Buy |
2,158
+1,092
| +102% | +$65.3K | 0.01% | 425 |
|
|
2016
Q1 | $67K | Sell |
1,066
-2,524
| -70% | -$159K | ﹤0.01% | 519 |
|
|
2015
Q4 | $187K | Sell |
3,590
-474
| -12% | -$24.7K | 0.01% | 378 |
|
|
2015
Q3 | $209K | Sell |
4,064
-79
| -2% | -$4.06K | 0.01% | 372 |
|
|
2015
Q2 | $279K | Buy |
4,143
+79
| +2% | +$5.32K | 0.01% | 370 |
|
|
2015
Q1 | $277K | Buy |
4,064
+500
| +14% | +$34.1K | 0.01% | 364 |
|
|
2014
Q4 | $243K | Sell |
3,564
-400
| -10% | -$27.3K | 0.01% | 328 |
|
|
2014
Q3 | $251K | Hold |
3,964
| – | – | 0.01% | 360 |
|
|
2014
Q2 | $307K | Sell |
3,964
-387
| -9% | -$30K | 0.02% | 337 |
|
|
2014
Q1 | $328K | Sell |
4,351
-300
| -6% | -$22.6K | 0.02% | 308 |
|
|
2013
Q4 | $354K | Sell |
4,651
-1,218
| -21% | -$92.7K | 0.02% | 305 |
|
|
2013
Q3 | $405K | Sell |
5,869
-1,372
| -19% | -$94.7K | 0.02% | 302 |
|
|
2013
Q2 | $478K | Buy |
+7,241
| New | +$478K | 0.03% | 284 |
|