EWM
Evercore Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Sell |
13,245
-50
| -0.4% | -$7.61K | 0.03% | 155 |
|
|
2025
Q1 | $1.95M | Sell |
13,295
-475
| -3% | -$69.8K | 0.03% | 158 |
|
|
2024
Q4 | $1.78M | Hold |
13,770
| – | – | 0.03% | 166 |
|
|
2024
Q3 | $1.88M | Sell |
13,770
-151
| -1% | -$20.6K | 0.03% | 166 |
|
|
2024
Q2 | $1.42M | Sell |
13,921
-450
| -3% | -$46K | 0.02% | 189 |
|
|
2024
Q1 | $1.52M | Sell |
14,371
-3,153
| -18% | -$334K | 0.02% | 184 |
|
|
2023
Q4 | $1.92M | Sell |
17,524
-645
| -4% | -$70.5K | 0.03% | 164 |
|
|
2023
Q3 | $1.7M | Sell |
18,169
-2,090
| -10% | -$196K | 0.03% | 167 |
|
|
2023
Q2 | $2.03M | Sell |
20,259
-4,273
| -17% | -$428K | 0.04% | 154 |
|
|
2023
Q1 | $2.58M | Sell |
24,532
-279
| -1% | -$29.3K | 0.05% | 136 |
|
|
2022
Q4 | $2.98M | Sell |
24,811
-2,804
| -10% | -$336K | 0.06% | 120 |
|
|
2022
Q3 | $3.05M | Sell |
27,615
-1,345
| -5% | -$149K | 0.07% | 114 |
|
|
2022
Q2 | $3.75M | Sell |
28,960
-3,727
| -11% | -$482K | 0.08% | 106 |
|
|
2022
Q1 | $4.87M | Sell |
32,687
-7
| -0% | -$1.04K | 0.09% | 102 |
|
|
2021
Q4 | $5.81M | Sell |
32,694
-615
| -2% | -$109K | 0.09% | 101 |
|
|
2021
Q3 | $5.84M | Sell |
33,309
-331
| -1% | -$58.1K | 0.11% | 94 |
|
|
2021
Q2 | $6.68M | Sell |
33,640
-2,055
| -6% | -$408K | 0.12% | 89 |
|
|
2021
Q1 | $6.88M | Sell |
35,695
-2,907
| -8% | -$560K | 0.14% | 86 |
|
|
2020
Q4 | $6.75M | Sell |
38,602
-496
| -1% | -$86.7K | 0.15% | 76 |
|
|
2020
Q3 | $6.26M | Sell |
39,098
-353
| -0.9% | -$56.5K | 0.15% | 76 |
|
|
2020
Q2 | $6.15M | Buy |
39,451
+1,451
| +4% | +$226K | 0.16% | 75 |
|
|
2020
Q1 | $5.19M | Sell |
38,000
-2,397
| -6% | -$327K | 0.17% | 77 |
|
|
2019
Q4 | $7.13M | Sell |
40,397
-46,755
| -54% | -$8.25M | 0.19% | 70 |
|
|
2019
Q3 | $14.3M | Sell |
87,152
-152,183
| -64% | -$25M | 0.42% | 52 |
|
|
2019
Q2 | $41.5M | Sell |
239,335
-1,401
| -0.6% | -$243K | 1.26% | 29 |
|
|
2019
Q1 | $50M | Buy |
240,736
+6,896
| +3% | +$1.43M | 1.61% | 20 |
|
|
2018
Q4 | $44.6M | Buy |
233,840
+7,550
| +3% | +$1.44M | 1.68% | 21 |
|
|
2018
Q3 | $47.7M | Buy |
226,290
+2,333
| +1% | +$492K | 1.52% | 19 |
|
|
2018
Q2 | $44.1M | Buy |
223,957
+31,832
| +17% | +$6.26M | 1.51% | 23 |
|
|
2018
Q1 | $42.2M | Sell |
192,125
-5,982
| -3% | -$1.31M | 1.61% | 23 |
|
|
2017
Q4 | $46.6M | Sell |
198,107
-3,623
| -2% | -$853K | 1.73% | 22 |
|
|
2017
Q3 | $42.3M | Sell |
201,730
-5,917
| -3% | -$1.24M | 1.65% | 20 |
|
|
2017
Q2 | $43.2M | Sell |
207,647
-750
| -0.4% | -$156K | 1.67% | 20 |
|
|
2017
Q1 | $39.9M | Sell |
208,397
-555
| -0.3% | -$106K | 1.56% | 22 |
|
|
2016
Q4 | $37.3M | Sell |
208,952
-321
| -0.2% | -$57.3K | 1.55% | 22 |
|
|
2016
Q3 | $36.9M | Buy |
209,273
+546
| +0.3% | +$96.2K | 1.53% | 23 |
|
|
2016
Q2 | $36.6M | Sell |
208,727
-1,702
| -0.8% | -$298K | 1.61% | 21 |
|
|
2016
Q1 | $35.1M | Buy |
210,429
+1,280
| +0.6% | +$213K | 1.55% | 21 |
|
|
2015
Q4 | $31.5M | Buy |
209,149
+17,242
| +9% | +$2.6M | 1.46% | 24 |
|
|
2015
Q3 | $27.2M | Buy |
191,907
+20,806
| +12% | +$2.95M | 1.3% | 26 |
|
|
2015
Q2 | $26.4M | Buy |
171,101
+6,521
| +4% | +$1.01M | 1.19% | 30 |
|
|
2015
Q1 | $27.1M | Buy |
164,580
+6,805
| +4% | +$1.12M | 1.24% | 29 |
|
|
2014
Q4 | $25.9M | Sell |
157,775
-1,091
| -0.7% | -$179K | 1.29% | 27 |
|
|
2014
Q3 | $22.5M | Buy |
158,866
+8,048
| +5% | +$1.14M | 1.13% | 31 |
|
|
2014
Q2 | $21.6M | Buy |
150,818
+7,889
| +6% | +$1.13M | 1.11% | 32 |
|
|
2014
Q1 | $19.4M | Buy |
142,929
+595
| +0.4% | +$80.8K | 1.09% | 34 |
|
|
2013
Q4 | $20M | Sell |
142,334
-5,585
| -4% | -$784K | 1.1% | 29 |
|
|
2013
Q3 | $17.7M | Sell |
147,919
-3,849
| -3% | -$460K | 1.01% | 28 |
|
|
2013
Q2 | $16.6M | Buy |
+151,768
| New | +$16.6M | 0.94% | 29 |
|