EWM
Evercore Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61M | Sell |
5,101
-67
| -1% | -$47.4K | 0.06% | 121 |
|
|
2025
Q1 | $2.82M | Sell |
5,168
-78
| -1% | -$42.6K | 0.05% | 136 |
|
|
2024
Q4 | $3M | Hold |
5,246
| – | – | 0.05% | 131 |
|
|
2024
Q3 | $2.6M | Sell |
5,246
-60
| -1% | -$29.7K | 0.04% | 138 |
|
|
2024
Q2 | $2.4M | Sell |
5,306
-50
| -0.9% | -$22.6K | 0.04% | 140 |
|
|
2024
Q1 | $2.24M | Buy |
5,356
+49
| +0.9% | +$20.5K | 0.04% | 154 |
|
|
2023
Q4 | $2.05M | Buy |
5,307
+58
| +1% | +$22.4K | 0.03% | 160 |
|
|
2023
Q3 | $1.7M | Sell |
5,249
-283
| -5% | -$91.6K | 0.03% | 169 |
|
|
2023
Q2 | $1.78M | Buy |
5,532
+247
| +5% | +$79.7K | 0.03% | 167 |
|
|
2023
Q1 | $1.73M | Sell |
5,285
-624
| -11% | -$204K | 0.03% | 162 |
|
|
2022
Q4 | $2.03M | Sell |
5,909
-109
| -2% | -$37.4K | 0.04% | 153 |
|
|
2022
Q3 | $1.76M | Sell |
6,018
-30
| -0.5% | -$8.79K | 0.04% | 147 |
|
|
2022
Q2 | $1.8M | Sell |
6,048
-47
| -0.8% | -$14K | 0.04% | 152 |
|
|
2022
Q1 | $2.01M | Sell |
6,095
-10
| -0.2% | -$3.3K | 0.04% | 161 |
|
|
2021
Q4 | $2.34M | Hold |
6,105
| – | – | 0.04% | 160 |
|
|
2021
Q3 | $2.31M | Sell |
6,105
-78
| -1% | -$29.5K | 0.04% | 159 |
|
|
2021
Q2 | $2.35M | Sell |
6,183
-113
| -2% | -$42.9K | 0.04% | 160 |
|
|
2021
Q1 | $2.06M | Buy |
6,296
+711
| +13% | +$233K | 0.04% | 166 |
|
|
2020
Q4 | $1.47M | Buy |
5,585
+688
| +14% | +$181K | 0.03% | 181 |
|
|
2020
Q3 | $984K | Buy |
4,897
+699
| +17% | +$140K | 0.02% | 198 |
|
|
2020
Q2 | $830K | Buy |
4,198
+937
| +29% | +$185K | 0.02% | 210 |
|
|
2020
Q1 | $504K | Buy |
3,261
+28
| +0.9% | +$4.33K | 0.02% | 243 |
|
|
2019
Q4 | $743K | Buy |
3,233
+71
| +2% | +$16.3K | 0.02% | 238 |
|
|
2019
Q3 | $656K | Buy |
3,162
+283
| +10% | +$58.7K | 0.02% | 247 |
|
|
2019
Q2 | $589K | Buy |
2,879
+379
| +15% | +$77.5K | 0.02% | 261 |
|
|
2019
Q1 | $480K | Sell |
2,500
-894
| -26% | -$172K | 0.02% | 276 |
|
|
2018
Q4 | $567K | Sell |
3,394
-750
| -18% | -$125K | 0.02% | 240 |
|
|
2018
Q3 | $929K | Buy |
4,144
+1,025
| +33% | +$230K | 0.03% | 209 |
|
|
2018
Q2 | $688K | Buy |
3,119
+1,234
| +65% | +$272K | 0.02% | 237 |
|
|
2018
Q1 | $475K | Sell |
1,885
-154
| -8% | -$38.8K | 0.02% | 248 |
|
|
2017
Q4 | $520K | Sell |
2,039
-35
| -2% | -$8.93K | 0.02% | 252 |
|
|
2017
Q3 | $492K | Sell |
2,074
-55
| -3% | -$13K | 0.02% | 254 |
|
|
2017
Q2 | $472K | Buy |
2,129
+38
| +2% | +$8.43K | 0.02% | 260 |
|
|
2017
Q1 | $481K | Buy |
2,091
+265
| +15% | +$61K | 0.02% | 264 |
|
|
2016
Q4 | $438K | Sell |
1,826
-407
| -18% | -$97.6K | 0.02% | 260 |
|
|
2016
Q3 | $360K | Buy |
2,233
+53
| +2% | +$8.55K | 0.01% | 285 |
|
|
2016
Q2 | $324K | Buy |
2,180
+210
| +11% | +$31.2K | 0.01% | 296 |
|
|
2016
Q1 | $309K | Sell |
1,970
-1,607
| -45% | -$252K | 0.01% | 298 |
|
|
2015
Q4 | $645K | Buy |
3,577
+288
| +9% | +$51.9K | 0.03% | 223 |
|
|
2015
Q3 | $572K | Buy |
3,289
+32
| +1% | +$5.57K | 0.03% | 239 |
|
|
2015
Q2 | $679K | Buy |
3,257
+514
| +19% | +$107K | 0.03% | 238 |
|
|
2015
Q1 | $515K | Sell |
2,743
-493
| -15% | -$92.6K | 0.02% | 270 |
|
|
2014
Q4 | $628K | Sell |
3,236
-452
| -12% | -$87.7K | 0.03% | 216 |
|
|
2014
Q3 | $676K | Buy |
3,688
+1,355
| +58% | +$248K | 0.03% | 226 |
|
|
2014
Q2 | $391K | Buy |
2,333
+345
| +17% | +$57.8K | 0.02% | 302 |
|
|
2014
Q1 | $327K | Sell |
1,988
-1,452
| -42% | -$239K | 0.02% | 311 |
|
|
2013
Q4 | $611K | Buy |
3,440
+1,906
| +124% | +$339K | 0.03% | 239 |
|
|
2013
Q3 | $243K | Sell |
1,534
-116
| -7% | -$18.4K | 0.01% | 377 |
|
|
2013
Q2 | $251K | Buy |
+1,650
| New | +$251K | 0.01% | 373 |
|