EWM
Evercore Wealth Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $178M | Buy |
1,261,942
+19,944
| +2% | +$2.81M | 2.76% | 8 |
|
|
2025
Q1 | $145M | Sell |
1,241,998
-32,424
| -3% | -$3.78M | 2.33% | 14 |
|
|
2024
Q4 | $160M | Sell |
1,274,422
-8,364
| -0.7% | -$1.05M | 2.4% | 11 |
|
|
2024
Q3 | $134M | Sell |
1,282,786
-9,392
| -0.7% | -$979K | 2.01% | 17 |
|
|
2024
Q2 | $126M | Sell |
1,292,178
-6,387
| -0.5% | -$621K | 1.98% | 15 |
|
|
2024
Q1 | $122M | Buy |
1,298,565
+23,960
| +2% | +$2.26M | 1.92% | 18 |
|
|
2023
Q4 | $119M | Buy |
1,274,605
+48,812
| +4% | +$4.55M | 1.99% | 16 |
|
|
2023
Q3 | $100M | Sell |
1,225,793
-68,742
| -5% | -$5.61M | 1.87% | 18 |
|
|
2023
Q2 | $111M | Buy |
1,294,535
+7,574
| +0.6% | +$647K | 2.03% | 13 |
|
|
2023
Q1 | $113M | Sell |
1,286,961
-363
| -0% | -$31.9K | 2.25% | 11 |
|
|
2022
Q4 | $109M | Buy |
1,287,324
+10,012
| +0.8% | +$851K | 2.29% | 9 |
|
|
2022
Q3 | $101M | Buy |
1,277,312
+12,552
| +1% | +$992K | 2.28% | 12 |
|
|
2022
Q2 | $96.2M | Sell |
1,264,760
-22,645
| -2% | -$1.72M | 2.03% | 13 |
|
|
2022
Q1 | $113M | Buy |
1,287,405
+3,283
| +0.3% | +$287K | 1.99% | 15 |
|
|
2021
Q4 | $126M | Buy |
1,284,122
+12,535
| +1% | +$1.23M | 2.05% | 15 |
|
|
2021
Q3 | $124M | Sell |
1,271,587
-16,128
| -1% | -$1.57M | 2.24% | 12 |
|
|
2021
Q2 | $118M | Sell |
1,287,715
-4,087
| -0.3% | -$375K | 2.16% | 13 |
|
|
2021
Q1 | $100M | Buy |
1,291,802
+7,187
| +0.6% | +$558K | 1.99% | 14 |
|
|
2020
Q4 | $88M | Buy |
1,284,615
+11,246
| +0.9% | +$771K | 1.9% | 15 |
|
|
2020
Q3 | $61.6M | Buy |
1,273,369
+25,372
| +2% | +$1.23M | 1.51% | 23 |
|
|
2020
Q2 | $60.3M | Buy |
1,247,997
+36,485
| +3% | +$1.76M | 1.61% | 19 |
|
|
2020
Q1 | $41.2M | Buy |
1,211,512
+52,547
| +5% | +$1.79M | 1.36% | 27 |
|
|
2019
Q4 | $59.2M | Buy |
1,158,965
+10,737
| +0.9% | +$549K | 1.6% | 22 |
|
|
2019
Q3 | $49M | Buy |
1,148,228
+55,433
| +5% | +$2.37M | 1.44% | 24 |
|
|
2019
Q2 | $47.9M | Buy |
1,092,795
+188,161
| +21% | +$8.24M | 1.45% | 24 |
|
|
2019
Q1 | $38.2M | Buy |
+904,634
| New | +$38.2M | 1.23% | 30 |
|
|
2018
Q1 | – | Sell |
-8,357
| Closed | -$438K | – | 631 |
|
|
2017
Q4 | $438K | Hold |
8,357
| – | – | 0.02% | 267 |
|
|
2017
Q3 | $403K | Hold |
8,357
| – | – | 0.02% | 276 |
|
|
2017
Q2 | $372K | Sell |
8,357
-1,668
| -17% | -$74.2K | 0.01% | 293 |
|
|
2017
Q1 | $430K | Buy |
10,025
+5,927
| +145% | +$254K | 0.02% | 278 |
|
|
2016
Q4 | $173K | Sell |
4,098
-357
| -8% | -$15.1K | 0.01% | 401 |
|
|
2016
Q3 | $142K | Sell |
4,455
-2,464
| -36% | -$78.5K | 0.01% | 432 |
|
|
2016
Q2 | $180K | Sell |
6,919
-2,066
| -23% | -$53.7K | 0.01% | 379 |
|
|
2016
Q1 | $224K | Sell |
8,985
-1,243
| -12% | -$31K | 0.01% | 334 |
|
|
2015
Q4 | $326K | Buy |
10,228
+168
| +2% | +$5.36K | 0.02% | 307 |
|
|
2015
Q3 | $317K | Buy |
10,060
+168
| +2% | +$5.29K | 0.02% | 323 |
|
|
2015
Q2 | $384K | Sell |
9,892
-696
| -7% | -$27K | 0.02% | 308 |
|
|
2015
Q1 | $377K | Buy |
10,588
+1,380
| +15% | +$49.1K | 0.02% | 316 |
|
|
2014
Q4 | $357K | Sell |
9,208
-60
| -0.6% | -$2.33K | 0.02% | 293 |
|
|
2014
Q3 | $320K | Buy |
9,268
+4,040
| +77% | +$139K | 0.02% | 328 |
|
|
2014
Q2 | $169K | Buy |
5,228
+444
| +9% | +$14.4K | 0.01% | 415 |
|
|
2014
Q1 | $149K | Buy |
4,784
+995
| +26% | +$31K | 0.01% | 413 |
|
|
2013
Q4 | $119K | Buy |
3,789
+524
| +16% | +$16.5K | 0.01% | 431 |
|
|
2013
Q3 | $87K | Buy |
3,265
+1,488
| +84% | +$39.7K | 0.01% | 505 |
|
|
2013
Q2 | $43K | Buy |
+1,777
| New | +$43K | ﹤0.01% | 582 |
|