EWM
Evercore Wealth Management’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Hold |
1,720
| – | – | 0.01% | 292 |
|
|
2025
Q1 | $344K | Hold |
1,720
| – | – | 0.01% | 316 |
|
|
2024
Q4 | $477K | Hold |
1,720
| – | – | 0.01% | 281 |
|
|
2024
Q3 | $436K | Hold |
1,720
| – | – | 0.01% | 291 |
|
|
2024
Q2 | $359K | Sell |
1,720
-47
| -3% | -$9.8K | 0.01% | 319 |
|
|
2024
Q1 | $340K | Hold |
1,767
| – | – | 0.01% | 324 |
|
|
2023
Q4 | $302K | Hold |
1,767
| – | – | 0.01% | 347 |
|
|
2023
Q3 | $244K | Hold |
1,767
| – | – | ﹤0.01% | 356 |
|
|
2023
Q2 | $218K | Buy |
+1,767
| New | +$218K | ﹤0.01% | 384 |
|
|
2022
Q1 | – | Sell |
-1,600
| Closed | -$217K | – | 435 |
|
|
2021
Q4 | $217K | Hold |
1,600
| – | – | ﹤0.01% | 401 |
|
|
2021
Q3 | $214K | Sell |
1,600
-10
| -0.6% | -$1.34K | ﹤0.01% | 403 |
|
|
2021
Q2 | $227K | Sell |
1,610
-2,901
| -64% | -$409K | ﹤0.01% | 406 |
|
|
2021
Q1 | $594K | Sell |
4,511
-970
| -18% | -$128K | 0.01% | 274 |
|
|
2020
Q4 | $601K | Buy |
+5,481
| New | +$601K | 0.01% | 268 |
|
|
2018
Q4 | – | Sell |
-2,536
| Closed | -$255K | – | 385 |
|
|
2018
Q3 | $255K | Sell |
2,536
-150
| -6% | -$15.1K | 0.01% | 363 |
|
|
2018
Q2 | $283K | Buy |
+2,686
| New | +$283K | 0.01% | 338 |
|
|
2018
Q1 | – | Sell |
-1,536
| Closed | -$138K | – | 485 |
|
|
2017
Q4 | $138K | Hold |
1,536
| – | – | 0.01% | 416 |
|
|
2017
Q3 | $123K | Hold |
1,536
| – | – | ﹤0.01% | 425 |
|
|
2017
Q2 | $108K | Buy |
1,536
+536
| +54% | +$37.7K | ﹤0.01% | 452 |
|
|
2017
Q1 | $78K | Buy |
+1,000
| New | +$78K | ﹤0.01% | 523 |
|
|
2016
Q2 | – | Sell |
-1,933
| Closed | -$100K | – | 1023 |
|
|
2016
Q1 | $100K | Buy |
+1,933
| New | +$100K | ﹤0.01% | 455 |
|
|
2015
Q4 | – | Sell |
-15,530
| Closed | -$781K | – | 1026 |
|
|
2015
Q3 | $781K | Sell |
15,530
-1,124
| -7% | -$56.5K | 0.04% | 202 |
|
|
2015
Q2 | $898K | Buy |
16,654
+1,124
| +7% | +$60.6K | 0.04% | 206 |
|
|
2015
Q1 | $803K | Hold |
15,530
| – | – | 0.04% | 213 |
|
|
2014
Q4 | $813K | Buy |
15,530
+3,430
| +28% | +$180K | 0.04% | 187 |
|
|
2014
Q3 | $570K | Buy |
12,100
+200
| +2% | +$9.42K | 0.03% | 245 |
|
|
2014
Q2 | $686K | Hold |
11,900
| – | – | 0.04% | 230 |
|
|
2014
Q1 | $659K | Hold |
11,900
| – | – | 0.04% | 225 |
|
|
2013
Q4 | $712K | Sell |
11,900
-51,500
| -81% | -$3.08M | 0.04% | 223 |
|
|
2013
Q3 | $3.12M | Sell |
63,400
-3,000
| -5% | -$148K | 0.18% | 127 |
|
|
2013
Q2 | $2.61M | Buy |
+66,400
| New | +$2.61M | 0.15% | 139 |
|