EWM
Evercore Wealth Management’s Republic Services RSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $455K | Hold |
1,846
| – | – | 0.01% | 295 |
|
|
2025
Q1 | $447K | Sell |
1,846
-25
| -1% | -$6.05K | 0.01% | 280 |
|
|
2024
Q4 | $376K | Sell |
1,871
-12
| -0.6% | -$2.41K | 0.01% | 314 |
|
|
2024
Q3 | $378K | Hold |
1,883
| – | – | 0.01% | 311 |
|
|
2024
Q2 | $366K | Sell |
1,883
-99
| -5% | -$19.2K | 0.01% | 314 |
|
|
2024
Q1 | $379K | Sell |
1,982
-12
| -0.6% | -$2.3K | 0.01% | 312 |
|
|
2023
Q4 | $329K | Buy |
+1,994
| New | +$329K | 0.01% | 327 |
|
|
2020
Q3 | – | Sell |
-2,460
| Closed | -$202K | – | 385 |
|
|
2020
Q2 | $202K | Buy |
+2,460
| New | +$202K | 0.01% | 365 |
|
|
2020
Q1 | – | Sell |
-2,475
| Closed | -$221K | – | 403 |
|
|
2019
Q4 | $221K | Hold |
2,475
| – | – | 0.01% | 377 |
|
|
2019
Q3 | $214K | Buy |
+2,475
| New | +$214K | 0.01% | 381 |
|
|
2018
Q1 | – | Sell |
-1,593
| Closed | -$109K | – | 702 |
|
|
2017
Q4 | $109K | Hold |
1,593
| – | – | ﹤0.01% | 447 |
|
|
2017
Q3 | $105K | Hold |
1,593
| – | – | ﹤0.01% | 454 |
|
|
2017
Q2 | $102K | Buy |
1,593
+521
| +49% | +$33.4K | ﹤0.01% | 467 |
|
|
2017
Q1 | $67K | Sell |
1,072
-98
| -8% | -$6.13K | ﹤0.01% | 550 |
|
|
2016
Q4 | $67K | Sell |
1,170
-205
| -15% | -$11.7K | ﹤0.01% | 552 |
|
|
2016
Q3 | $69K | Sell |
1,375
-225
| -14% | -$11.3K | ﹤0.01% | 543 |
|
|
2016
Q2 | $83K | Buy |
1,600
+488
| +44% | +$25.3K | ﹤0.01% | 493 |
|
|
2016
Q1 | $53K | Hold |
1,112
| – | – | ﹤0.01% | 557 |
|
|
2015
Q4 | $50K | Buy |
1,112
+425
| +62% | +$19.1K | ﹤0.01% | 599 |
|
|
2015
Q3 | $28K | Hold |
687
| – | – | ﹤0.01% | 678 |
|
|
2015
Q2 | $27K | Hold |
687
| – | – | ﹤0.01% | 736 |
|
|
2015
Q1 | $27K | Hold |
687
| – | – | ﹤0.01% | 735 |
|
|
2014
Q4 | $27K | Sell |
687
-1,000
| -59% | -$39.3K | ﹤0.01% | 626 |
|
|
2014
Q3 | $66K | Sell |
1,687
-700
| -29% | -$27.4K | ﹤0.01% | 573 |
|
|
2014
Q2 | $91K | Hold |
2,387
| – | – | ﹤0.01% | 524 |
|
|
2014
Q1 | $81K | Hold |
2,387
| – | – | ﹤0.01% | 521 |
|
|
2013
Q4 | $79K | Hold |
2,387
| – | – | ﹤0.01% | 495 |
|
|
2013
Q3 | $80K | Hold |
2,387
| – | – | ﹤0.01% | 514 |
|
|
2013
Q2 | $81K | Buy |
+2,387
| New | +$81K | ﹤0.01% | 511 |
|