EWM
Evercore Wealth Management’s International Money Express IMXI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Hold |
33,158
| – | – | 0.01% | 331 |
|
|
2025
Q1 | $418K | Hold |
33,158
| – | – | 0.01% | 288 |
|
|
2024
Q4 | $691K | Sell |
33,158
-121
| -0.4% | -$2.52K | 0.01% | 247 |
|
|
2024
Q3 | $615K | Hold |
33,279
| – | – | 0.01% | 254 |
|
|
2024
Q2 | $694K | Hold |
33,279
| – | – | 0.01% | 245 |
|
|
2024
Q1 | $760K | Hold |
33,279
| – | – | 0.01% | 241 |
|
|
2023
Q4 | $735K | Sell |
33,279
-2,022
| -6% | -$44.7K | 0.01% | 243 |
|
|
2023
Q3 | $598K | Hold |
35,301
| – | – | 0.01% | 254 |
|
|
2023
Q2 | $866K | Hold |
35,301
| – | – | 0.02% | 226 |
|
|
2023
Q1 | $910K | Sell |
35,301
-812
| -2% | -$20.9K | 0.02% | 223 |
|
|
2022
Q4 | $880K | Sell |
36,113
-26
| -0.1% | -$634 | 0.02% | 222 |
|
|
2022
Q3 | $824K | Hold |
36,139
| – | – | 0.02% | 218 |
|
|
2022
Q2 | $740K | Hold |
36,139
| – | – | 0.02% | 234 |
|
|
2022
Q1 | $745K | Sell |
36,139
-1,280
| -3% | -$26.4K | 0.01% | 252 |
|
|
2021
Q4 | $597K | Buy |
37,419
+11,125
| +42% | +$177K | 0.01% | 268 |
|
|
2021
Q3 | $439K | Hold |
26,294
| – | – | 0.01% | 305 |
|
|
2021
Q2 | $390K | Hold |
26,294
| – | – | 0.01% | 327 |
|
|
2021
Q1 | $395K | Hold |
26,294
| – | – | 0.01% | 326 |
|
|
2020
Q4 | $408K | Hold |
26,294
| – | – | 0.01% | 310 |
|
|
2020
Q3 | $378K | Buy |
26,294
+11,124
| +73% | +$160K | 0.01% | 296 |
|
|
2020
Q2 | $189K | Hold |
15,170
| – | – | 0.01% | 369 |
|
|
2020
Q1 | $139K | Buy |
+15,170
| New | +$139K | ﹤0.01% | 350 |
|