EWM
Evercore Wealth Management’s Northrop Grumman NOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Buy |
+802
| New | +$401K | 0.01% | 306 |
|
|
2025
Q1 | – | Sell |
-436
| Closed | -$205K | – | 421 |
|
|
2024
Q4 | $205K | Hold |
436
| – | – | ﹤0.01% | 398 |
|
|
2024
Q3 | $230K | Buy |
+436
| New | +$230K | ﹤0.01% | 379 |
|
|
2024
Q2 | – | Sell |
-467
| Closed | -$224K | – | 425 |
|
|
2024
Q1 | $224K | Sell |
467
-125
| -21% | -$59.8K | ﹤0.01% | 388 |
|
|
2023
Q4 | $277K | Buy |
592
+127
| +27% | +$59.5K | ﹤0.01% | 359 |
|
|
2023
Q3 | $205K | Buy |
+465
| New | +$205K | ﹤0.01% | 381 |
|
|
2023
Q2 | – | Sell |
-597
| Closed | -$276K | – | 421 |
|
|
2023
Q1 | $276K | Buy |
597
+63
| +12% | +$29.1K | 0.01% | 340 |
|
|
2022
Q4 | $291K | Buy |
+534
| New | +$291K | 0.01% | 326 |
|
|
2021
Q1 | – | Sell |
-717
| Closed | -$218K | – | 439 |
|
|
2020
Q4 | $218K | Buy |
717
+16
| +2% | +$4.87K | ﹤0.01% | 398 |
|
|
2020
Q3 | $222K | Buy |
+701
| New | +$222K | 0.01% | 350 |
|
|
2020
Q1 | – | Sell |
-710
| Closed | -$244K | – | 395 |
|
|
2019
Q4 | $244K | Hold |
710
| – | – | 0.01% | 360 |
|
|
2019
Q3 | $266K | Hold |
710
| – | – | 0.01% | 354 |
|
|
2019
Q2 | $229K | Buy |
+710
| New | +$229K | 0.01% | 379 |
|
|
2018
Q4 | – | Sell |
-664
| Closed | -$211K | – | 401 |
|
|
2018
Q3 | $211K | Buy |
+664
| New | +$211K | 0.01% | 396 |
|
|
2018
Q1 | – | Sell |
-614
| Closed | -$188K | – | 650 |
|
|
2017
Q4 | $188K | Hold |
614
| – | – | 0.01% | 375 |
|
|
2017
Q3 | $177K | Hold |
614
| – | – | 0.01% | 383 |
|
|
2017
Q2 | $158K | Buy |
614
+350
| +133% | +$90.1K | 0.01% | 397 |
|
|
2017
Q1 | $62K | Sell |
264
-174
| -40% | -$40.9K | ﹤0.01% | 561 |
|
|
2016
Q4 | $102K | Sell |
438
-960
| -69% | -$224K | ﹤0.01% | 492 |
|
|
2016
Q3 | $299K | Sell |
1,398
-111
| -7% | -$23.7K | 0.01% | 309 |
|
|
2016
Q2 | $335K | Buy |
1,509
+195
| +15% | +$43.3K | 0.01% | 291 |
|
|
2016
Q1 | $260K | Buy |
1,314
+71
| +6% | +$14K | 0.01% | 313 |
|
|
2015
Q4 | $235K | Buy |
1,243
+914
| +278% | +$173K | 0.01% | 345 |
|
|
2015
Q3 | $55K | Sell |
329
-22
| -6% | -$3.68K | ﹤0.01% | 572 |
|
|
2015
Q2 | $56K | Buy |
351
+22
| +7% | +$3.51K | ﹤0.01% | 618 |
|
|
2015
Q1 | $53K | Sell |
329
-1,495
| -82% | -$241K | ﹤0.01% | 619 |
|
|
2014
Q4 | $269K | Sell |
1,824
-160
| -8% | -$23.6K | 0.01% | 319 |
|
|
2014
Q3 | $261K | Hold |
1,984
| – | – | 0.01% | 355 |
|
|
2014
Q2 | $238K | Buy |
1,984
+100
| +5% | +$12K | 0.01% | 365 |
|
|
2014
Q1 | $232K | Buy |
1,884
+1,729
| +1,115% | +$213K | 0.01% | 351 |
|
|
2013
Q4 | $18K | Sell |
155
-112
| -42% | -$13K | ﹤0.01% | 694 |
|
|
2013
Q3 | $26K | Buy |
267
+112
| +72% | +$10.9K | ﹤0.01% | 642 |
|
|
2013
Q2 | $13K | Buy |
+155
| New | +$13K | ﹤0.01% | 702 |
|