EWM
Evercore Wealth Management’s Moody's MCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $754K | Hold |
1,504
| – | – | 0.01% | 235 |
|
|
2025
Q1 | $700K | Sell |
1,504
-36
| -2% | -$16.8K | 0.01% | 242 |
|
|
2024
Q4 | $729K | Buy |
1,540
+1
| +0.1% | +$473 | 0.01% | 241 |
|
|
2024
Q3 | $730K | Hold |
1,539
| – | – | 0.01% | 246 |
|
|
2024
Q2 | $648K | Sell |
1,539
-15
| -1% | -$6.31K | 0.01% | 253 |
|
|
2024
Q1 | $611K | Sell |
1,554
-105
| -6% | -$41.3K | 0.01% | 255 |
|
|
2023
Q4 | $648K | Buy |
1,659
+215
| +15% | +$84K | 0.01% | 256 |
|
|
2023
Q3 | $457K | Hold |
1,444
| – | – | 0.01% | 282 |
|
|
2023
Q2 | $502K | Hold |
1,444
| – | – | 0.01% | 280 |
|
|
2023
Q1 | $442K | Hold |
1,444
| – | – | 0.01% | 286 |
|
|
2022
Q4 | $402K | Buy |
1,444
+40
| +3% | +$11.1K | 0.01% | 292 |
|
|
2022
Q3 | $341K | Hold |
1,404
| – | – | 0.01% | 298 |
|
|
2022
Q2 | $382K | Hold |
1,404
| – | – | 0.01% | 287 |
|
|
2022
Q1 | $474K | Sell |
1,404
-1
| -0.1% | -$338 | 0.01% | 290 |
|
|
2021
Q4 | $549K | Hold |
1,405
| – | – | 0.01% | 271 |
|
|
2021
Q3 | $499K | Sell |
1,405
-100
| -7% | -$35.5K | 0.01% | 284 |
|
|
2021
Q2 | $545K | Sell |
1,505
-11
| -0.7% | -$3.98K | 0.01% | 280 |
|
|
2021
Q1 | $453K | Sell |
1,516
-101
| -6% | -$30.2K | 0.01% | 308 |
|
|
2020
Q4 | $469K | Sell |
1,617
-59
| -4% | -$17.1K | 0.01% | 299 |
|
|
2020
Q3 | $486K | Sell |
1,676
-103
| -6% | -$29.9K | 0.01% | 266 |
|
|
2020
Q2 | $489K | Sell |
1,779
-736
| -29% | -$202K | 0.01% | 262 |
|
|
2020
Q1 | $532K | Sell |
2,515
-48
| -2% | -$10.2K | 0.02% | 237 |
|
|
2019
Q4 | $609K | Sell |
2,563
-104
| -4% | -$24.7K | 0.02% | 259 |
|
|
2019
Q3 | $546K | Sell |
2,667
-150
| -5% | -$30.7K | 0.02% | 267 |
|
|
2019
Q2 | $550K | Buy |
2,817
+24
| +0.9% | +$4.69K | 0.02% | 269 |
|
|
2019
Q1 | $506K | Buy |
2,793
+253
| +10% | +$45.8K | 0.02% | 268 |
|
|
2018
Q4 | $356K | Buy |
2,540
+135
| +6% | +$18.9K | 0.01% | 281 |
|
|
2018
Q3 | $402K | Buy |
+2,405
| New | +$402K | 0.01% | 303 |
|
|
2018
Q1 | – | Sell |
-150
| Closed | -$22K | – | 614 |
|
|
2017
Q4 | $22K | Hold |
150
| – | – | ﹤0.01% | 715 |
|
|
2017
Q3 | $21K | Hold |
150
| – | – | ﹤0.01% | 709 |
|
|
2017
Q2 | $18K | Buy |
150
+133
| +782% | +$16K | ﹤0.01% | 736 |
|
|
2017
Q1 | $2K | Sell |
17
-14
| -45% | -$1.65K | ﹤0.01% | 947 |
|
|
2016
Q4 | $3K | Sell |
31
-166
| -84% | -$16.1K | ﹤0.01% | 927 |
|
|
2016
Q3 | $21K | Hold |
197
| – | – | ﹤0.01% | 761 |
|
|
2016
Q2 | $18K | Buy |
197
+17
| +9% | +$1.55K | ﹤0.01% | 773 |
|
|
2016
Q1 | $17K | Sell |
180
-145
| -45% | -$13.7K | ﹤0.01% | 744 |
|
|
2015
Q4 | $33K | Buy |
325
+180
| +124% | +$18.3K | ﹤0.01% | 670 |
|
|
2015
Q3 | $14K | Hold |
145
| – | – | ﹤0.01% | 798 |
|
|
2015
Q2 | $16K | Hold |
145
| – | – | ﹤0.01% | 831 |
|
|
2015
Q1 | $15K | Hold |
145
| – | – | ﹤0.01% | 821 |
|
|
2014
Q4 | $14K | Hold |
145
| – | – | ﹤0.01% | 711 |
|
|
2014
Q3 | $14K | Hold |
145
| – | – | ﹤0.01% | 784 |
|
|
2014
Q2 | $13K | Hold |
145
| – | – | ﹤0.01% | 801 |
|
|
2014
Q1 | $12K | Buy |
+145
| New | +$12K | ﹤0.01% | 807 |
|
|
2013
Q3 | – | Sell |
-335
| Closed | -$20K | – | 1002 |
|
|
2013
Q2 | $20K | Buy |
+335
| New | +$20K | ﹤0.01% | 662 |
|