EWM
Evercore Wealth Management’s Perimeter Solutions PRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Hold |
35,000
| – | – | 0.01% | 282 |
|
|
2025
Q1 | $352K | Hold |
35,000
| – | – | 0.01% | 314 |
|
|
2024
Q4 | $447K | Sell |
35,000
-30,000
| -46% | -$383K | 0.01% | 290 |
|
|
2024
Q3 | $874K | Sell |
65,000
-10,000
| -13% | -$135K | 0.01% | 226 |
|
|
2024
Q2 | $587K | Hold |
75,000
| – | – | 0.01% | 263 |
|
|
2024
Q1 | $557K | Hold |
75,000
| – | – | 0.01% | 268 |
|
|
2023
Q4 | $345K | Buy |
+75,000
| New | +$345K | 0.01% | 318 |
|