EWM
Evercore Wealth Management’s Steris STE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $888K | Hold |
3,696
| – | – | 0.01% | 223 |
|
|
2025
Q1 | $838K | Hold |
3,696
| – | – | 0.01% | 230 |
|
|
2024
Q4 | $760K | Hold |
3,696
| – | – | 0.01% | 237 |
|
|
2024
Q3 | $896K | Hold |
3,696
| – | – | 0.01% | 224 |
|
|
2024
Q2 | $811K | Hold |
3,696
| – | – | 0.01% | 232 |
|
|
2024
Q1 | $831K | Hold |
3,696
| – | – | 0.01% | 233 |
|
|
2023
Q4 | $813K | Hold |
3,696
| – | – | 0.01% | 233 |
|
|
2023
Q3 | $811K | Hold |
3,696
| – | – | 0.02% | 227 |
|
|
2023
Q2 | $832K | Hold |
3,696
| – | – | 0.02% | 230 |
|
|
2023
Q1 | $707K | Sell |
3,696
-3
| -0.1% | -$574 | 0.01% | 238 |
|
|
2022
Q4 | $683K | Sell |
3,699
-148
| -4% | -$27.3K | 0.01% | 244 |
|
|
2022
Q3 | $640K | Sell |
3,847
-14
| -0.4% | -$2.33K | 0.01% | 238 |
|
|
2022
Q2 | $796K | Hold |
3,861
| – | – | 0.02% | 224 |
|
|
2022
Q1 | $933K | Buy |
3,861
+151
| +4% | +$36.5K | 0.02% | 230 |
|
|
2021
Q4 | $903K | Sell |
3,710
-4
| -0.1% | -$974 | 0.01% | 232 |
|
|
2021
Q3 | $759K | Sell |
3,714
-1,733
| -32% | -$354K | 0.01% | 247 |
|
|
2021
Q2 | $1.12M | Buy |
5,447
+1,733
| +47% | +$358K | 0.02% | 216 |
|
|
2021
Q1 | $707K | Hold |
3,714
| – | – | 0.01% | 255 |
|
|
2020
Q4 | $704K | Sell |
3,714
-301
| -7% | -$57.1K | 0.02% | 248 |
|
|
2020
Q3 | $707K | Sell |
4,015
-320
| -7% | -$56.3K | 0.02% | 230 |
|
|
2020
Q2 | $665K | Buy |
4,335
+20
| +0.5% | +$3.07K | 0.02% | 238 |
|
|
2020
Q1 | $604K | Sell |
4,315
-4
| -0.1% | -$560 | 0.02% | 223 |
|
|
2019
Q4 | $658K | Buy |
4,319
+19
| +0.4% | +$2.9K | 0.02% | 249 |
|
|
2019
Q3 | $621K | Sell |
4,300
-22
| -0.5% | -$3.18K | 0.02% | 252 |
|
|
2019
Q2 | $643K | Hold |
4,322
| – | – | 0.02% | 252 |
|
|
2019
Q1 | $553K | Buy |
4,322
+1,822
| +73% | +$233K | 0.02% | 255 |
|
|
2018
Q4 | $267K | Hold |
2,500
| – | – | 0.01% | 330 |
|
|
2018
Q3 | $286K | Hold |
2,500
| – | – | 0.01% | 348 |
|
|
2018
Q2 | $263K | Buy |
+2,500
| New | +$263K | 0.01% | 351 |
|
|
2015
Q3 | – | Sell |
-200
| Closed | -$13K | – | 1045 |
|
|
2015
Q2 | $13K | Buy |
+200
| New | +$13K | ﹤0.01% | 859 |
|
|
2014
Q2 | – | Sell |
-2,000
| Closed | -$96K | – | 1038 |
|
|
2014
Q1 | $96K | Buy |
+2,000
| New | +$96K | 0.01% | 490 |
|