Evercore Wealth Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Buy |
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|
2025
Q1 | $1.67M | Sell |
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|
2024
Q4 | $1.79M | Sell |
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|
2024
Q3 | $1.95M | Hold |
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|
2024
Q2 | $1.69M | Sell |
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|
2024
Q1 | $1.61M | Sell |
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|
2023
Q4 | $1.73M | Buy |
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|
2023
Q3 | $1.39M | Sell |
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|
2023
Q2 | $1.55M | Sell |
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|
2023
Q1 | $1.33M | Hold |
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|
2022
Q4 | $1.3M | Buy |
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|
2022
Q3 | $1.17M | Sell |
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|
2022
Q2 | $1.31M | Hold |
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|
2022
Q1 | $1.59M | Buy |
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|
2021
Q4 | $1.57M | Sell |
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|
2021
Q3 | $1.42M | Hold |
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|
2021
Q2 | $1.37M | Sell |
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|
2021
Q1 | $1.27M | Sell |
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|
2020
Q4 | $2.99M | Buy |
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|
2020
Q3 | $3.27M | Sell |
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|
2020
Q2 | $3M | Buy |
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|
2020
Q1 | $2.23M | Sell |
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|
2019
Q4 | $2.54M | Sell |
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|
2019
Q3 | $2.28M | Hold |
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|
2019
Q2 | $2.12M | Sell |
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|
2019
Q1 | $1.97M | Sell |
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|
2018
Q4 | $1.79M | Sell |
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|
2018
Q3 | $2.1M | Buy |
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|
2018
Q2 | $2.07M | Buy |
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|
2018
Q1 | $1.6M | Sell |
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|
2017
Q4 | $2.42M | Sell |
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|
2017
Q3 | $2.32M | Sell |
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|
2017
Q2 | $2.27M | Buy |
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|
2017
Q1 | $882K | Sell |
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|
2016
Q4 | $728K | Sell |
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|
2016
Q3 | $862K | Hold |
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|
2016
Q2 | $730K | Buy |
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