EWM
EXE
Evercore Wealth Management’s Expand Energy Corporation Common Stock EXE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,035
| Closed | -$560K | – | 425 |
|
|
2025
Q1 | $560K | Hold |
5,035
| – | – | 0.01% | 261 |
|
|
2024
Q4 | $501K | Buy |
+5,035
| New | +$501K | 0.01% | 274 |
|
|
2024
Q2 | – | Sell |
-10,000
| Closed | -$888K | – | 433 |
|
|
2024
Q1 | $888K | Sell |
10,000
-42
| -0.4% | -$3.73K | 0.01% | 227 |
|
|
2023
Q4 | $773K | Buy |
10,042
+42
| +0.4% | +$3.23K | 0.01% | 236 |
|
|
2023
Q3 | $862K | Hold |
10,000
| – | – | 0.02% | 223 |
|
|
2023
Q2 | $837K | Hold |
10,000
| – | – | 0.02% | 229 |
|
|
2023
Q1 | $760K | Hold |
10,000
| – | – | 0.02% | 236 |
|
|
2022
Q4 | $944K | Buy |
+10,000
| New | +$944K | 0.02% | 218 |
|