EWM
Evercore Wealth Management’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.8M | Buy |
329,341
+34,516
| +12% | +$5.95M | 0.88% | 36 |
|
|
2025
Q1 | $65.1M | Buy |
294,825
+27,172
| +10% | +$6M | 1.05% | 33 |
|
|
2024
Q4 | $55M | Buy |
+267,653
| New | +$55M | 0.82% | 36 |
|
|
2022
Q4 | – | Sell |
-2,410
| Closed | -$225K | – | 399 |
|
|
2022
Q3 | $225K | Buy |
+2,410
| New | +$225K | 0.01% | 359 |
|
|
2018
Q1 | – | Sell |
-522
| Closed | -$69K | – | 501 |
|
|
2017
Q4 | $69K | Hold |
522
| – | – | ﹤0.01% | 528 |
|
|
2017
Q3 | $67K | Hold |
522
| – | – | ﹤0.01% | 535 |
|
|
2017
Q2 | $64K | Buy |
522
+102
| +24% | +$12.5K | ﹤0.01% | 543 |
|
|
2017
Q1 | $48K | Sell |
420
-16
| -4% | -$1.83K | ﹤0.01% | 604 |
|
|
2016
Q4 | $46K | Buy |
436
+16
| +4% | +$1.69K | ﹤0.01% | 621 |
|
|
2016
Q3 | $42K | Sell |
420
-414
| -50% | -$41.4K | ﹤0.01% | 636 |
|
|
2016
Q2 | $91K | Buy |
834
+157
| +23% | +$17.1K | ﹤0.01% | 478 |
|
|
2016
Q1 | $70K | Buy |
677
+250
| +59% | +$25.8K | ﹤0.01% | 511 |
|
|
2015
Q4 | $39K | Buy |
427
+227
| +114% | +$20.7K | ﹤0.01% | 639 |
|
|
2015
Q3 | $17K | Hold |
200
| – | – | ﹤0.01% | 766 |
|
|
2015
Q2 | $17K | Sell |
200
-93
| -32% | -$7.91K | ﹤0.01% | 822 |
|
|
2015
Q1 | $23K | Sell |
293
-2
| -0.7% | -$157 | ﹤0.01% | 764 |
|
|
2014
Q4 | $20K | Buy |
295
+32
| +12% | +$2.17K | ﹤0.01% | 665 |
|
|
2014
Q3 | $17K | Hold |
263
| – | – | ﹤0.01% | 759 |
|
|
2014
Q2 | $16K | Buy |
+263
| New | +$16K | ﹤0.01% | 770 |
|
|
2013
Q4 | – | Sell |
-51
| Closed | -$5K | – | 890 |
|
|
2013
Q3 | $5K | Buy |
+51
| New | +$5K | ﹤0.01% | 841 |
|