EWM
Evercore Wealth Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Hold |
24,984
| – | – | 0.02% | 204 |
|
|
2025
Q1 | $1.05M | Sell |
24,984
-1,654
| -6% | -$69.8K | 0.02% | 211 |
|
|
2024
Q4 | $1.27M | Sell |
26,638
-147
| -0.5% | -$7.03K | 0.02% | 199 |
|
|
2024
Q3 | $1.22M | Sell |
26,785
-2,927
| -10% | -$134K | 0.02% | 204 |
|
|
2024
Q2 | $1.18M | Sell |
29,712
-1,204
| -4% | -$47.8K | 0.02% | 206 |
|
|
2024
Q1 | $1.38M | Sell |
30,916
-3,048
| -9% | -$136K | 0.02% | 192 |
|
|
2023
Q4 | $1.47M | Sell |
33,964
-398
| -1% | -$17.2K | 0.02% | 184 |
|
|
2023
Q3 | $1.14M | Sell |
34,362
-4,849
| -12% | -$160K | 0.02% | 207 |
|
|
2023
Q2 | $1.3M | Sell |
39,211
-9,711
| -20% | -$321K | 0.02% | 192 |
|
|
2023
Q1 | $1.76M | Sell |
48,922
-4,074
| -8% | -$147K | 0.04% | 160 |
|
|
2022
Q4 | $2.31M | Sell |
52,996
-2,227
| -4% | -$97.1K | 0.05% | 142 |
|
|
2022
Q3 | $2.23M | Buy |
55,223
+452
| +0.8% | +$18.2K | 0.05% | 137 |
|
|
2022
Q2 | $2.52M | Sell |
54,771
-3,544
| -6% | -$163K | 0.05% | 131 |
|
|
2022
Q1 | $3.1M | Sell |
58,315
-900
| -2% | -$47.8K | 0.05% | 128 |
|
|
2021
Q4 | $3.33M | Sell |
59,215
-667
| -1% | -$37.5K | 0.05% | 130 |
|
|
2021
Q3 | $3.56M | Sell |
59,882
-450
| -0.7% | -$26.7K | 0.06% | 124 |
|
|
2021
Q2 | $3.44M | Sell |
60,332
-54
| -0.1% | -$3.08K | 0.06% | 131 |
|
|
2021
Q1 | $3.34M | Sell |
60,386
-18,801
| -24% | -$1.04M | 0.07% | 129 |
|
|
2020
Q4 | $3.69M | Buy |
79,187
+22,396
| +39% | +$1.04M | 0.08% | 113 |
|
|
2020
Q3 | $2.04M | Sell |
56,791
-5,887
| -9% | -$211K | 0.05% | 144 |
|
|
2020
Q2 | $2.31M | Sell |
62,678
-22,074
| -26% | -$813K | 0.06% | 134 |
|
|
2020
Q1 | $2.92M | Sell |
84,752
-2,442
| -3% | -$84.1K | 0.1% | 104 |
|
|
2019
Q4 | $5.17M | Sell |
87,194
-1,641
| -2% | -$97.3K | 0.14% | 89 |
|
|
2019
Q3 | $4.92M | Sell |
88,835
-20,084
| -18% | -$1.11M | 0.14% | 90 |
|
|
2019
Q2 | $5.71M | Buy |
108,919
+3,609
| +3% | +$189K | 0.17% | 80 |
|
|
2019
Q1 | $5.08M | Sell |
105,310
-937
| -0.9% | -$45.2K | 0.16% | 91 |
|
|
2018
Q4 | $4.86M | Sell |
106,247
-1,170
| -1% | -$53.5K | 0.18% | 86 |
|
|
2018
Q3 | $5.67M | Buy |
107,417
+574
| +0.5% | +$30.3K | 0.18% | 86 |
|
|
2018
Q2 | $5.34M | Sell |
106,843
-731
| -0.7% | -$36.6K | 0.18% | 85 |
|
|
2018
Q1 | $5.43M | Sell |
107,574
-1,400
| -1% | -$70.7K | 0.21% | 81 |
|
|
2017
Q4 | $5.84M | Sell |
108,974
-1,171
| -1% | -$62.7K | 0.22% | 77 |
|
|
2017
Q3 | $5.9M | Buy |
110,145
+421
| +0.4% | +$22.6K | 0.23% | 79 |
|
|
2017
Q2 | $5.7M | Sell |
109,724
-3,145
| -3% | -$163K | 0.22% | 81 |
|
|
2017
Q1 | $5.81M | Buy |
112,869
+18,169
| +19% | +$936K | 0.23% | 78 |
|
|
2016
Q4 | $4.86M | Sell |
94,700
-1,747
| -2% | -$89.7K | 0.2% | 86 |
|
|
2016
Q3 | $4.14M | Sell |
96,447
-538
| -0.6% | -$23.1K | 0.17% | 100 |
|
|
2016
Q2 | $3.91M | Sell |
96,985
-1,207
| -1% | -$48.7K | 0.17% | 99 |
|
|
2016
Q1 | $3.99M | Sell |
98,192
-1,925
| -2% | -$78.1K | 0.18% | 96 |
|
|
2015
Q4 | $4.27M | Sell |
100,117
-4,770
| -5% | -$204K | 0.2% | 93 |
|
|
2015
Q3 | $4.3M | Sell |
104,887
-1,345
| -1% | -$55.2K | 0.21% | 94 |
|
|
2015
Q2 | $4.61M | Sell |
106,232
-8,814
| -8% | -$383K | 0.21% | 98 |
|
|
2015
Q1 | $5.03M | Sell |
115,046
-2,902
| -2% | -$127K | 0.23% | 96 |
|
|
2014
Q4 | $5.3M | Sell |
117,948
-10,150
| -8% | -$456K | 0.26% | 85 |
|
|
2014
Q3 | $5.36M | Buy |
128,098
+8,405
| +7% | +$352K | 0.27% | 88 |
|
|
2014
Q2 | $5.18M | Buy |
119,693
+41,062
| +52% | +$1.78M | 0.27% | 87 |
|
|
2014
Q1 | $3.37M | Sell |
78,631
-4,083
| -5% | -$175K | 0.19% | 106 |
|
|
2013
Q4 | $3.34M | Sell |
82,714
-2,081
| -2% | -$84.1K | 0.18% | 115 |
|
|
2013
Q3 | $3.1M | Sell |
84,795
-405
| -0.5% | -$14.8K | 0.18% | 129 |
|
|
2013
Q2 | $3.08M | Buy |
+85,200
| New | +$3.08M | 0.17% | 130 |
|