EWM
Evercore Wealth Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Buy |
3,283
+4
| +0.1% | +$2.11K | 0.03% | 167 |
|
|
2025
Q1 | $1.67M | Sell |
3,279
-325
| -9% | -$165K | 0.03% | 167 |
|
|
2024
Q4 | $1.79M | Sell |
3,604
-176
| -5% | -$87.7K | 0.03% | 164 |
|
|
2024
Q3 | $1.95M | Hold |
3,780
| – | – | 0.03% | 163 |
|
|
2024
Q2 | $1.69M | Sell |
3,780
-13
| -0.3% | -$5.8K | 0.03% | 173 |
|
|
2024
Q1 | $1.61M | Sell |
3,793
-135
| -3% | -$57.4K | 0.03% | 179 |
|
|
2023
Q4 | $1.73M | Buy |
3,928
+116
| +3% | +$51.1K | 0.03% | 175 |
|
|
2023
Q3 | $1.39M | Sell |
3,812
-50
| -1% | -$18.3K | 0.03% | 184 |
|
|
2023
Q2 | $1.55M | Sell |
3,862
-9
| -0.2% | -$3.61K | 0.03% | 180 |
|
|
2023
Q1 | $1.33M | Hold |
3,871
| – | – | 0.03% | 185 |
|
|
2022
Q4 | $1.3M | Buy |
3,871
+30
| +0.8% | +$10K | 0.03% | 183 |
|
|
2022
Q3 | $1.17M | Sell |
3,841
-40
| -1% | -$12.2K | 0.03% | 185 |
|
|
2022
Q2 | $1.31M | Hold |
3,881
| – | – | 0.03% | 181 |
|
|
2022
Q1 | $1.59M | Buy |
3,881
+553
| +17% | +$227K | 0.03% | 180 |
|
|
2021
Q4 | $1.57M | Sell |
3,328
-5
| -0.2% | -$2.36K | 0.03% | 182 |
|
|
2021
Q3 | $1.42M | Hold |
3,333
| – | – | 0.03% | 190 |
|
|
2021
Q2 | $1.37M | Sell |
3,333
-279
| -8% | -$115K | 0.03% | 196 |
|
|
2021
Q1 | $1.28M | Sell |
3,612
-5,474
| -60% | -$1.93M | 0.03% | 204 |
|
|
2020
Q4 | $2.99M | Buy |
9,086
+18
| +0.2% | +$5.92K | 0.06% | 128 |
|
|
2020
Q3 | $3.27M | Sell |
9,068
-51
| -0.6% | -$18.4K | 0.08% | 111 |
|
|
2020
Q2 | $3M | Buy |
9,119
+10
| +0.1% | +$3.29K | 0.08% | 114 |
|
|
2020
Q1 | $2.23M | Sell |
9,109
-181
| -2% | -$44.4K | 0.07% | 122 |
|
|
2019
Q4 | $2.54M | Sell |
9,290
-5
| -0.1% | -$1.37K | 0.07% | 139 |
|
|
2019
Q3 | $2.28M | Hold |
9,295
| – | – | 0.07% | 140 |
|
|
2019
Q2 | $2.12M | Sell |
9,295
-47
| -0.5% | -$10.7K | 0.06% | 147 |
|
|
2019
Q1 | $1.97M | Sell |
9,342
-1,191
| -11% | -$251K | 0.06% | 148 |
|
|
2018
Q4 | $1.79M | Sell |
10,533
-221
| -2% | -$37.6K | 0.07% | 140 |
|
|
2018
Q3 | $2.1M | Buy |
10,754
+598
| +6% | +$117K | 0.07% | 141 |
|
|
2018
Q2 | $2.07M | Buy |
10,156
+1,767
| +21% | +$360K | 0.07% | 139 |
|
|
2018
Q1 | $1.6M | Sell |
8,389
-5,910
| -41% | -$1.13M | 0.06% | 145 |
|
|
2017
Q4 | $2.42M | Sell |
14,299
-565
| -4% | -$95.7K | 0.09% | 122 |
|
|
2017
Q3 | $2.32M | Sell |
14,864
-650
| -4% | -$102K | 0.09% | 124 |
|
|
2017
Q2 | $2.27M | Buy |
15,514
+8,759
| +130% | +$1.28M | 0.09% | 125 |
|
|
2017
Q1 | $882K | Sell |
6,755
-18
| -0.3% | -$2.35K | 0.03% | 191 |
|
|
2016
Q4 | $728K | Sell |
6,773
-33
| -0.5% | -$3.55K | 0.03% | 212 |
|
|
2016
Q3 | $862K | Hold |
6,806
| – | – | 0.04% | 195 |
|
|
2016
Q2 | $730K | Buy |
+6,806
| New | +$730K | 0.03% | 198 |
|