EWM
Evercore Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.51M | Sell |
24,741
-56
| -0.2% | -$10.2K | 0.07% | 108 |
|
|
2025
Q1 | $3.94M | Sell |
24,797
-146
| -0.6% | -$23.2K | 0.06% | 112 |
|
|
2024
Q4 | $3M | Buy |
24,943
+1
| +0% | +$120 | 0.05% | 132 |
|
|
2024
Q3 | $3.03M | Sell |
24,942
-5,895
| -19% | -$716K | 0.05% | 129 |
|
|
2024
Q2 | $3.12M | Sell |
30,837
-274
| -0.9% | -$27.8K | 0.05% | 126 |
|
|
2024
Q1 | $2.85M | Sell |
31,111
-1,457
| -4% | -$133K | 0.04% | 134 |
|
|
2023
Q4 | $3.06M | Buy |
32,568
+179
| +0.6% | +$16.8K | 0.05% | 129 |
|
|
2023
Q3 | $3M | Sell |
32,389
-404
| -1% | -$37.4K | 0.06% | 121 |
|
|
2023
Q2 | $3.2M | Sell |
32,793
-2,236
| -6% | -$218K | 0.06% | 117 |
|
|
2023
Q1 | $3.41M | Sell |
35,029
-483
| -1% | -$47K | 0.07% | 114 |
|
|
2022
Q4 | $3.59M | Sell |
35,512
-525
| -1% | -$53.1K | 0.08% | 109 |
|
|
2022
Q3 | $2.99M | Sell |
36,037
-4,987
| -12% | -$414K | 0.07% | 118 |
|
|
2022
Q2 | $4.05M | Sell |
41,024
-700
| -2% | -$69.1K | 0.09% | 99 |
|
|
2022
Q1 | $3.92M | Buy |
41,724
+6,521
| +19% | +$613K | 0.07% | 114 |
|
|
2021
Q4 | $3.34M | Sell |
35,203
-1,025
| -3% | -$97.4K | 0.05% | 128 |
|
|
2021
Q3 | $3.43M | Sell |
36,228
-5
| -0% | -$474 | 0.06% | 128 |
|
|
2021
Q2 | $3.59M | Sell |
36,233
-1,598
| -4% | -$158K | 0.07% | 126 |
|
|
2021
Q1 | $3.36M | Buy |
37,831
+340
| +0.9% | +$30.2K | 0.07% | 128 |
|
|
2020
Q4 | $3.1M | Buy |
37,491
+1,081
| +3% | +$89.5K | 0.07% | 125 |
|
|
2020
Q3 | $2.73M | Sell |
36,410
-2,669
| -7% | -$200K | 0.07% | 122 |
|
|
2020
Q2 | $2.74M | Sell |
39,079
-1,256
| -3% | -$88K | 0.07% | 121 |
|
|
2020
Q1 | $2.94M | Sell |
40,335
-3,691
| -8% | -$269K | 0.1% | 103 |
|
|
2019
Q4 | $3.75M | Sell |
44,026
-4,648
| -10% | -$395K | 0.1% | 110 |
|
|
2019
Q3 | $3.7M | Sell |
48,674
-4,580
| -9% | -$348K | 0.11% | 107 |
|
|
2019
Q2 | $4.18M | Buy |
53,254
+7,960
| +18% | +$625K | 0.13% | 97 |
|
|
2019
Q1 | $4M | Buy |
45,294
+2,063
| +5% | +$182K | 0.13% | 97 |
|
|
2018
Q4 | $2.89M | Sell |
43,231
-1,297
| -3% | -$86.6K | 0.11% | 104 |
|
|
2018
Q3 | $3.63M | Sell |
44,528
-2,454
| -5% | -$200K | 0.12% | 102 |
|
|
2018
Q2 | $3.79M | Buy |
46,982
+216
| +0.5% | +$17.4K | 0.13% | 99 |
|
|
2018
Q1 | $4.65M | Sell |
46,766
-1,375
| -3% | -$137K | 0.18% | 86 |
|
|
2017
Q4 | $5.09M | Hold |
48,141
| – | – | 0.19% | 82 |
|
|
2017
Q3 | $5.35M | Buy |
48,141
+1
| +0% | +$111 | 0.21% | 80 |
|
|
2017
Q2 | $5.65M | Sell |
48,140
-7,137
| -13% | -$838K | 0.22% | 82 |
|
|
2017
Q1 | $6.24M | Sell |
55,277
-811
| -1% | -$91.6K | 0.24% | 76 |
|
|
2016
Q4 | $5.13M | Buy |
56,088
+4,657
| +9% | +$426K | 0.21% | 82 |
|
|
2016
Q3 | $5M | Buy |
51,431
+818
| +2% | +$79.5K | 0.21% | 88 |
|
|
2016
Q2 | $5.15M | Buy |
50,613
+247
| +0.5% | +$25.1K | 0.23% | 82 |
|
|
2016
Q1 | $4.94M | Buy |
50,366
+3,365
| +7% | +$330K | 0.22% | 88 |
|
|
2015
Q4 | $4.13M | Buy |
47,001
+4,096
| +10% | +$360K | 0.19% | 95 |
|
|
2015
Q3 | $3.41M | Sell |
42,905
-2,508
| -6% | -$199K | 0.16% | 104 |
|
|
2015
Q2 | $3.64M | Sell |
45,413
-850
| -2% | -$68.1K | 0.16% | 108 |
|
|
2015
Q1 | $3.49M | Buy |
46,263
+262
| +0.6% | +$19.8K | 0.16% | 110 |
|
|
2014
Q4 | $3.75M | Sell |
46,001
-2,278
| -5% | -$186K | 0.19% | 98 |
|
|
2014
Q3 | $4.03M | Buy |
48,279
+827
| +2% | +$69K | 0.2% | 102 |
|
|
2014
Q2 | $4M | Buy |
47,452
+3,391
| +8% | +$286K | 0.21% | 101 |
|
|
2014
Q1 | $3.61M | Sell |
44,061
-46,304
| -51% | -$3.79M | 0.2% | 103 |
|
|
2013
Q4 | $7.88M | Buy |
90,365
+39,641
| +78% | +$3.46M | 0.43% | 70 |
|
|
2013
Q3 | $4.4M | Sell |
50,724
-3,799
| -7% | -$329K | 0.25% | 103 |
|
|
2013
Q2 | $4.73M | Buy |
+54,523
| New | +$4.73M | 0.27% | 100 |
|