EWM
Evercore Wealth Management’s Tapestry TPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Hold |
4,002
| – | – | 0.01% | 323 |
|
|
2025
Q1 | $282K | Sell |
4,002
-127
| -3% | -$8.94K | ﹤0.01% | 342 |
|
|
2024
Q4 | $270K | Buy |
+4,129
| New | +$270K | ﹤0.01% | 352 |
|
|
2023
Q3 | – | Sell |
-8,115
| Closed | -$347K | – | 425 |
|
|
2023
Q2 | $347K | Hold |
8,115
| – | – | 0.01% | 312 |
|
|
2023
Q1 | $350K | Hold |
8,115
| – | – | 0.01% | 305 |
|
|
2022
Q4 | $309K | Hold |
8,115
| – | – | 0.01% | 319 |
|
|
2022
Q3 | $231K | Hold |
8,115
| – | – | 0.01% | 353 |
|
|
2022
Q2 | $248K | Buy |
8,115
+66
| +0.8% | +$2.02K | 0.01% | 346 |
|
|
2022
Q1 | $299K | Hold |
8,049
| – | – | 0.01% | 353 |
|
|
2021
Q4 | $327K | Hold |
8,049
| – | – | 0.01% | 341 |
|
|
2021
Q3 | $298K | Hold |
8,049
| – | – | 0.01% | 365 |
|
|
2021
Q2 | $350K | Sell |
8,049
-42
| -0.5% | -$1.83K | 0.01% | 340 |
|
|
2021
Q1 | $333K | Hold |
8,091
| – | – | 0.01% | 350 |
|
|
2020
Q4 | $251K | Buy |
+8,091
| New | +$251K | 0.01% | 388 |
|
|
2020
Q2 | – | Sell |
-31,409
| Closed | -$407K | – | 382 |
|
|
2020
Q1 | $407K | Sell |
31,409
-949
| -3% | -$12.3K | 0.01% | 261 |
|
|
2019
Q4 | $873K | Sell |
32,358
-6,888
| -18% | -$186K | 0.02% | 220 |
|
|
2019
Q3 | $1.02M | Buy |
39,246
+25,780
| +191% | +$671K | 0.03% | 201 |
|
|
2019
Q2 | $428K | Sell |
13,466
-42
| -0.3% | -$1.34K | 0.01% | 291 |
|
|
2019
Q1 | $439K | Buy |
13,508
+72
| +0.5% | +$2.34K | 0.01% | 285 |
|
|
2018
Q4 | $453K | Buy |
13,436
+251
| +2% | +$8.46K | 0.02% | 257 |
|
|
2018
Q3 | $663K | Buy |
13,185
+49
| +0.4% | +$2.46K | 0.02% | 248 |
|
|
2018
Q2 | $614K | Buy |
13,136
+2,810
| +27% | +$131K | 0.02% | 250 |
|
|
2018
Q1 | $543K | Hold |
10,326
| – | – | 0.02% | 237 |
|
|
2017
Q4 | $456K | Buy |
10,326
+1,173
| +13% | +$51.8K | 0.02% | 264 |
|
|
2017
Q3 | $369K | Hold |
9,153
| – | – | 0.01% | 287 |
|
|
2017
Q2 | $433K | Sell |
9,153
-4,875
| -35% | -$231K | 0.02% | 270 |
|
|
2017
Q1 | $580K | Buy |
14,028
+5,268
| +60% | +$218K | 0.02% | 244 |
|
|
2016
Q4 | $307K | Sell |
8,760
-43
| -0.5% | -$1.51K | 0.01% | 307 |
|
|
2016
Q3 | $322K | Hold |
8,803
| – | – | 0.01% | 302 |
|
|
2016
Q2 | $358K | Sell |
8,803
-153
| -2% | -$6.22K | 0.02% | 284 |
|
|
2016
Q1 | $359K | Sell |
8,956
-65
| -0.7% | -$2.61K | 0.02% | 285 |
|
|
2015
Q4 | $295K | Buy |
9,021
+4,321
| +92% | +$141K | 0.01% | 316 |
|
|
2015
Q3 | $137K | Hold |
4,700
| – | – | 0.01% | 444 |
|
|
2015
Q2 | $161K | Hold |
4,700
| – | – | 0.01% | 460 |
|
|
2015
Q1 | $194K | Hold |
4,700
| – | – | 0.01% | 418 |
|
|
2014
Q4 | $177K | Hold |
4,700
| – | – | 0.01% | 379 |
|
|
2014
Q3 | $168K | Buy |
4,700
+3,327
| +242% | +$119K | 0.01% | 428 |
|
|
2014
Q2 | $46K | Buy |
1,373
+546
| +66% | +$18.3K | ﹤0.01% | 624 |
|
|
2014
Q1 | $41K | Buy |
827
+261
| +46% | +$12.9K | ﹤0.01% | 624 |
|
|
2013
Q4 | $32K | Sell |
566
-3,881
| -87% | -$219K | ﹤0.01% | 620 |
|
|
2013
Q3 | $243K | Buy |
4,447
+397
| +10% | +$21.7K | 0.01% | 379 |
|
|
2013
Q2 | $231K | Buy |
+4,050
| New | +$231K | 0.01% | 381 |
|