Evercore Wealth Management’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $550K | Sell |
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|
2025
Q2 | $576K | Hold |
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|
2025
Q1 | $565K | Hold |
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|
2024
Q4 | $599K | Hold |
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|
2024
Q3 | $582K | Hold |
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|
2024
Q2 | $481K | Sell |
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|
2024
Q1 | $593K | Hold |
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|
2023
Q4 | $598K | Sell |
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|
2023
Q3 | $545K | Buy |
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|
2023
Q2 | $482K | Sell |
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|
2023
Q1 | $603K | Hold |
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|
2022
Q4 | $501K | Sell |
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|
2022
Q3 | $459K | Hold |
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|
2022
Q2 | $448K | Hold |
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|
2022
Q1 | $547K | Sell |
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|
2021
Q4 | $681K | Hold |
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|
2021
Q3 | $676K | Sell |
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|
2021
Q2 | $600K | Sell |
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|
2021
Q1 | $474K | Sell |
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|
2020
Q4 | $513K | Buy |
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|
2020
Q3 | $408K | Sell |
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|
2020
Q2 | $431K | Sell |
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|
2020
Q1 | $395K | Sell |
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|
2019
Q4 | $354K | Hold |
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|
2019
Q3 | $298K | Buy |
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|
2019
Q2 | $234K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $15K | Buy |
|