Evercore Wealth Management’s Suburban Propane Partners SPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $842K | Hold |
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|
2025
Q1 | $955K | Hold |
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|
2024
Q4 | $782K | Hold |
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|
2024
Q3 | $815K | Hold |
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|
2024
Q2 | $863K | Hold |
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|
2024
Q1 | $928K | Hold |
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|
2023
Q4 | $807K | Hold |
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|
2023
Q3 | $729K | Hold |
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|
2023
Q2 | $672K | Hold |
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|
2023
Q1 | $696K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $174K | Hold |
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|
2017
Q3 | $188K | Hold |
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|
2017
Q2 | $171K | Hold |
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|
2017
Q1 | $194K | Hold |
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|
2016
Q4 | $216K | Hold |
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|
2016
Q3 | $240K | Hold |
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|
2016
Q2 | $240K | Hold |
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|
2016
Q1 | $215K | Hold |
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|
2015
Q4 | $175K | Hold |
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|
2015
Q3 | $236K | Sell |
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|
2015
Q2 | $294K | Hold |
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|
2015
Q1 | $317K | Buy |
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|
2014
Q4 | $311K | Hold |
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|
2014
Q3 | $320K | Sell |
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|
2014
Q2 | $791K | Buy |
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|
2014
Q1 | $50K | Hold |
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|
2013
Q4 | $56K | Hold |
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|
2013
Q3 | $56K | Hold |
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|
2013
Q2 | $56K | Buy |
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