Evercore Wealth Management’s Hawaiian Electric Industries HE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-25,000	Closed	-$274K	–	418
2025 Q1	$274K	Hold	25,000	–	–	﹤0.01%	351
2024 Q4	$243K	Buy	+25,000	New	+$253K	﹤0.01%	373
2018 Q1	–	Sell	-1,000	Closed	-$36K	–	530
2017 Q4	$36K	Hold	1,000	–	–	﹤0.01%	629
2017 Q3	$33K	Hold	1,000	–	–	﹤0.01%	626
2017 Q2	$32K	Hold	1,000	–	–	﹤0.01%	639
2017 Q1	$33K	Hold	1,000	–	–	﹤0.01%	672
2016 Q4	$33K	Hold	1,000	–	–	﹤0.01%	677
2016 Q3	$30K	Hold	1,000	–	–	﹤0.01%	704
2016 Q2	$33K	Hold	1,000	–	–	﹤0.01%	663
2016 Q1	$32K	Hold	1,000	–	–	﹤0.01%	648
2015 Q4	$29K	Hold	1,000	–	–	﹤0.01%	694
2015 Q3	$29K	Hold	1,000	–	–	﹤0.01%	675
2015 Q2	$30K	Hold	1,000	–	–	﹤0.01%	720
2015 Q1	$32K	Hold	1,000	–	–	﹤0.01%	697
2014 Q4	$33K	Hold	1,000	–	–	﹤0.01%	597
2014 Q3	$27K	Hold	1,000	–	–	﹤0.01%	693
2014 Q2	$25K	Hold	1,000	–	–	﹤0.01%	704
2014 Q1	$25K	Hold	1,000	–	–	﹤0.01%	709
2013 Q4	$26K	Hold	1,000	–	–	﹤0.01%	647
2013 Q3	$25K	Hold	1,000	–	–	﹤0.01%	648
2013 Q2	$25K	Buy	+1,000	New	+$26.6K	﹤0.01%	631