EWM
Evercore Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,758
| Closed | -$177K | – | 441 |
|
|
2023
Q3 | $177K | Sell |
11,758
-20,065
| -63% | -$301K | ﹤0.01% | 388 |
|
|
2023
Q2 | $508K | Sell |
31,823
-11,110
| -26% | -$177K | 0.01% | 279 |
|
|
2023
Q1 | $826K | Sell |
42,933
-593
| -1% | -$11.4K | 0.02% | 227 |
|
|
2022
Q4 | $801K | Buy |
43,526
+1,716
| +4% | +$31.6K | 0.02% | 232 |
|
|
2022
Q3 | $641K | Sell |
41,810
-2,133
| -5% | -$32.7K | 0.01% | 237 |
|
|
2022
Q2 | $920K | Sell |
43,943
-2,351
| -5% | -$49.2K | 0.02% | 215 |
|
|
2022
Q1 | $1.1M | Sell |
46,294
-739
| -2% | -$17.5K | 0.02% | 215 |
|
|
2021
Q4 | $1.16M | Sell |
47,033
-7,091
| -13% | -$174K | 0.02% | 214 |
|
|
2021
Q3 | $1.46M | Sell |
54,124
-1,418
| -3% | -$38.3K | 0.03% | 186 |
|
|
2021
Q2 | $1.6M | Sell |
55,542
-17,175
| -24% | -$494K | 0.03% | 186 |
|
|
2021
Q1 | $2.2M | Sell |
72,717
-22,030
| -23% | -$667K | 0.04% | 159 |
|
|
2020
Q4 | $2.73M | Sell |
94,747
-1,933
| -2% | -$55.6K | 0.06% | 134 |
|
|
2020
Q3 | $2.76M | Sell |
96,680
-11,039
| -10% | -$315K | 0.07% | 121 |
|
|
2020
Q2 | $3.26M | Sell |
107,719
-1,672
| -2% | -$50.6K | 0.09% | 106 |
|
|
2020
Q1 | $3.19M | Sell |
109,391
-1,621
| -1% | -$47.2K | 0.11% | 96 |
|
|
2019
Q4 | $4.34M | Sell |
111,012
-13,565
| -11% | -$530K | 0.12% | 99 |
|
|
2019
Q3 | $4.71M | Buy |
124,577
+5,205
| +4% | +$197K | 0.14% | 93 |
|
|
2019
Q2 | $4M | Buy |
119,372
+18,815
| +19% | +$630K | 0.12% | 100 |
|
|
2019
Q1 | $3.15M | Sell |
100,557
-2,533
| -2% | -$79.4K | 0.1% | 110 |
|
|
2018
Q4 | $2.94M | Sell |
103,090
-20,334
| -16% | -$580K | 0.11% | 102 |
|
|
2018
Q3 | $4.14M | Sell |
123,424
-20,398
| -14% | -$685K | 0.13% | 97 |
|
|
2018
Q2 | $4.62M | Buy |
143,822
+33,319
| +30% | +$1.07M | 0.16% | 91 |
|
|
2018
Q1 | $3.94M | Sell |
110,503
-4,041
| -4% | -$144K | 0.15% | 93 |
|
|
2017
Q4 | $4.45M | Sell |
114,544
-75,850
| -40% | -$2.95M | 0.17% | 87 |
|
|
2017
Q3 | $7.46M | Sell |
190,394
-9,186
| -5% | -$360K | 0.29% | 66 |
|
|
2017
Q2 | $7.53M | Sell |
199,580
-19,601
| -9% | -$740K | 0.29% | 66 |
|
|
2017
Q1 | $9.11M | Buy |
219,181
+6,059
| +3% | +$252K | 0.36% | 60 |
|
|
2016
Q4 | $9.06M | Sell |
213,122
-1,255
| -0.6% | -$53.4K | 0.38% | 59 |
|
|
2016
Q3 | $8.71M | Buy |
214,377
+32,702
| +18% | +$1.33M | 0.36% | 59 |
|
|
2016
Q2 | $7.85M | Buy |
181,675
+4,827
| +3% | +$209K | 0.35% | 61 |
|
|
2016
Q1 | $6.93M | Buy |
176,848
+5,332
| +3% | +$209K | 0.31% | 65 |
|
|
2015
Q4 | $5.9M | Sell |
171,516
-6,462
| -4% | -$222K | 0.27% | 78 |
|
|
2015
Q3 | $5.79M | Buy |
177,978
+129,076
| +264% | +$4.2M | 0.28% | 78 |
|
|
2015
Q2 | $1.74M | Sell |
48,902
-8,275
| -14% | -$294K | 0.08% | 148 |
|
|
2015
Q1 | $1.87M | Buy |
57,177
+4,687
| +9% | +$153K | 0.09% | 145 |
|
|
2014
Q4 | $1.76M | Sell |
52,490
-14,129
| -21% | -$474K | 0.09% | 129 |
|
|
2014
Q3 | $2.35M | Sell |
66,619
-19,127
| -22% | -$674K | 0.12% | 132 |
|
|
2014
Q2 | $3.04M | Sell |
85,746
-970
| -1% | -$34.3K | 0.16% | 116 |
|
|
2014
Q1 | $3.05M | Sell |
86,716
-18,021
| -17% | -$633K | 0.17% | 114 |
|
|
2013
Q4 | $3.69M | Buy |
104,737
+35,350
| +51% | +$1.24M | 0.2% | 108 |
|
|
2013
Q3 | $2.35M | Sell |
69,387
-7,969
| -10% | -$270K | 0.13% | 152 |
|
|
2013
Q2 | $2.74M | Buy |
+77,356
| New | +$2.74M | 0.16% | 136 |
|