EWM
Evercore Wealth Management’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Hold |
999
| – | – | 0.01% | 267 |
|
|
2025
Q1 | $565K | Hold |
999
| – | – | 0.01% | 260 |
|
|
2024
Q4 | $599K | Hold |
999
| – | – | 0.01% | 257 |
|
|
2024
Q3 | $582K | Hold |
999
| – | – | 0.01% | 260 |
|
|
2024
Q2 | $481K | Sell |
999
-59
| -6% | -$28.4K | 0.01% | 280 |
|
|
2024
Q1 | $593K | Hold |
1,058
| – | – | 0.01% | 259 |
|
|
2023
Q4 | $598K | Sell |
1,058
-5
| -0.5% | -$2.83K | 0.01% | 263 |
|
|
2023
Q3 | $545K | Buy |
1,063
+35
| +3% | +$18K | 0.01% | 266 |
|
|
2023
Q2 | $482K | Sell |
1,028
-50
| -5% | -$23.5K | 0.01% | 286 |
|
|
2023
Q1 | $603K | Hold |
1,078
| – | – | 0.01% | 259 |
|
|
2022
Q4 | $501K | Sell |
1,078
-10
| -0.9% | -$4.65K | 0.01% | 265 |
|
|
2022
Q3 | $459K | Hold |
1,088
| – | – | 0.01% | 263 |
|
|
2022
Q2 | $448K | Hold |
1,088
| – | – | 0.01% | 271 |
|
|
2022
Q1 | $547K | Sell |
1,088
-23
| -2% | -$11.6K | 0.01% | 271 |
|
|
2021
Q4 | $681K | Hold |
1,111
| – | – | 0.01% | 260 |
|
|
2021
Q3 | $676K | Sell |
1,111
-15
| -1% | -$9.13K | 0.01% | 256 |
|
|
2021
Q2 | $600K | Sell |
1,126
-5
| -0.4% | -$2.66K | 0.01% | 273 |
|
|
2021
Q1 | $474K | Sell |
1,131
-18
| -2% | -$7.54K | 0.01% | 299 |
|
|
2020
Q4 | $513K | Buy |
1,149
+5
| +0.4% | +$2.23K | 0.01% | 285 |
|
|
2020
Q3 | $408K | Sell |
1,144
-146
| -11% | -$52.1K | 0.01% | 283 |
|
|
2020
Q2 | $431K | Sell |
1,290
-77
| -6% | -$25.7K | 0.01% | 274 |
|
|
2020
Q1 | $395K | Sell |
1,367
-3
| -0.2% | -$867 | 0.01% | 265 |
|
|
2019
Q4 | $354K | Hold |
1,370
| – | – | 0.01% | 325 |
|
|
2019
Q3 | $298K | Buy |
1,370
+389
| +40% | +$84.6K | 0.01% | 342 |
|
|
2019
Q2 | $234K | Buy |
+981
| New | +$234K | 0.01% | 374 |
|
|
2016
Q4 | – | Sell |
-176
| Closed | -$15K | – | 1069 |
|
|
2016
Q3 | $15K | Buy |
+176
| New | +$15K | ﹤0.01% | 821 |
|