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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Hold |
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|
2025
Q1 | $418K | Hold |
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|
2024
Q4 | $691K | Sell |
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|
2024
Q3 | $615K | Hold |
|
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|
2024
Q2 | $694K | Hold |
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|
2024
Q1 | $760K | Hold |
|
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|
2023
Q4 | $735K | Sell |
|
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|
2023
Q3 | $598K | Hold |
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|
2023
Q2 | $866K | Hold |
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|
2023
Q1 | $910K | Sell |
|
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|
2022
Q4 | $880K | Sell |
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|
2022
Q3 | $824K | Hold |
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|
2022
Q2 | $740K | Hold |
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|
2022
Q1 | $745K | Sell |
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|
2021
Q4 | $597K | Buy |
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|
2021
Q3 | $439K | Hold |
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|
2021
Q2 | $390K | Hold |
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|
2021
Q1 | $395K | Hold |
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|
2020
Q4 | $408K | Hold |
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|
2020
Q3 | $378K | Buy |
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|
2020
Q2 | $189K | Hold |
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|
2020
Q1 | $139K | Buy |
|