Evercore Wealth Management’s International Money Express IMXI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$419K	Hold	26,508	–	–	0.01%	305
2025 Q4	$407K	Sell	26,508 -6,650	-20%	-$99.9K	0.01%	311
2025 Q3	$463K	Hold	33,158	–	–	0.01%	304
2025 Q2	$335K	Hold	33,158	–	–	0.01%	331
2025 Q1	$418K	Hold	33,158	–	–	0.01%	293
2024 Q4	$691K	Sell	33,158 -121	-0.4%	-$2.38K	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%	-$38.8K	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%	-$19.7K	0.02%	223
2022 Q4	$880K	Sell	36,113 -26	-0.1%	-$597	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%	-$22K	0.01%	252
2021 Q4	$597K	Buy	37,419 +11,125	+42%	+$180K	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%	311
2020 Q3	$378K	Buy	26,294 +11,124	+73%	+$170K	0.01%	296
2020 Q2	$189K	Hold	15,170	–	–	0.01%	369
2020 Q1	$139K	Buy	+15,170	New	+$159K	﹤0.01%	350