EWM
Evercore Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Sell |
35,516
-1,282
| -3% | -$455K | 0.2% | 60 |
|
|
2025
Q1 | $12.9M | Sell |
36,798
-901
| -2% | -$316K | 0.21% | 58 |
|
|
2024
Q4 | $11.9M | Sell |
37,699
-609
| -2% | -$192K | 0.18% | 61 |
|
|
2024
Q3 | $10.5M | Sell |
38,308
-1,274
| -3% | -$350K | 0.16% | 68 |
|
|
2024
Q2 | $10.4M | Sell |
39,582
-717
| -2% | -$188K | 0.16% | 67 |
|
|
2024
Q1 | $11.2M | Sell |
40,299
-2,094
| -5% | -$584K | 0.18% | 65 |
|
|
2023
Q4 | $11M | Sell |
42,393
-850
| -2% | -$221K | 0.19% | 61 |
|
|
2023
Q3 | $9.95M | Sell |
43,243
-2,493
| -5% | -$573K | 0.19% | 64 |
|
|
2023
Q2 | $10.9M | Sell |
45,736
-651
| -1% | -$155K | 0.2% | 61 |
|
|
2023
Q1 | $10.5M | Sell |
46,387
-377
| -0.8% | -$85K | 0.21% | 61 |
|
|
2022
Q4 | $9.72M | Buy |
46,764
+1,323
| +3% | +$275K | 0.2% | 63 |
|
|
2022
Q3 | $8.07M | Sell |
45,441
-766
| -2% | -$136K | 0.18% | 65 |
|
|
2022
Q2 | $9.1M | Sell |
46,207
-39
| -0.1% | -$7.68K | 0.19% | 62 |
|
|
2022
Q1 | $10.3M | Buy |
46,246
+11,053
| +31% | +$2.45M | 0.18% | 64 |
|
|
2021
Q4 | $7.63M | Sell |
35,193
-473
| -1% | -$103K | 0.12% | 81 |
|
|
2021
Q3 | $7.94M | Sell |
35,666
-1,329
| -4% | -$296K | 0.14% | 76 |
|
|
2021
Q2 | $8.65M | Sell |
36,995
-223
| -0.6% | -$52.1K | 0.16% | 74 |
|
|
2021
Q1 | $7.88M | Sell |
37,218
-459
| -1% | -$97.2K | 0.16% | 77 |
|
|
2020
Q4 | $8.24M | Buy |
37,677
+3,804
| +11% | +$832K | 0.18% | 70 |
|
|
2020
Q3 | $6.77M | Buy |
33,873
+776
| +2% | +$155K | 0.17% | 72 |
|
|
2020
Q2 | $6.39M | Buy |
33,097
+2,902
| +10% | +$561K | 0.17% | 73 |
|
|
2020
Q1 | $4.87M | Buy |
30,195
+1,109
| +4% | +$179K | 0.16% | 80 |
|
|
2019
Q4 | $5.47M | Buy |
29,086
+1,503
| +5% | +$282K | 0.15% | 86 |
|
|
2019
Q3 | $4.75M | Buy |
27,583
+1,212
| +5% | +$208K | 0.14% | 92 |
|
|
2019
Q2 | $4.58M | Buy |
26,371
+2,098
| +9% | +$364K | 0.14% | 91 |
|
|
2019
Q1 | $3.79M | Buy |
24,273
+5,082
| +26% | +$794K | 0.12% | 102 |
|
|
2018
Q4 | $2.53M | Buy |
19,191
+2,228
| +13% | +$294K | 0.1% | 114 |
|
|
2018
Q3 | $2.55M | Buy |
16,963
+438
| +3% | +$65.7K | 0.08% | 128 |
|
|
2018
Q2 | $2.19M | Sell |
16,525
-63
| -0.4% | -$8.35K | 0.07% | 132 |
|
|
2018
Q1 | $1.98M | Sell |
16,588
-87
| -0.5% | -$10.4K | 0.08% | 133 |
|
|
2017
Q4 | $1.9M | Buy |
16,675
+705
| +4% | +$80.4K | 0.07% | 143 |
|
|
2017
Q3 | $1.68M | Sell |
15,970
-100
| -0.6% | -$10.5K | 0.07% | 148 |
|
|
2017
Q2 | $1.51M | Sell |
16,070
-856
| -5% | -$80.3K | 0.06% | 157 |
|
|
2017
Q1 | $1.51M | Sell |
16,926
-1,960
| -10% | -$174K | 0.06% | 156 |
|
|
2016
Q4 | $1.47M | Buy |
18,886
+896
| +5% | +$69.9K | 0.06% | 153 |
|
|
2016
Q3 | $1.49M | Buy |
17,990
+1,584
| +10% | +$131K | 0.06% | 152 |
|
|
2016
Q2 | $1.22M | Sell |
16,406
-215
| -1% | -$15.9K | 0.05% | 161 |
|
|
2016
Q1 | $1.27M | Buy |
16,621
+26
| +0.2% | +$1.99K | 0.06% | 156 |
|
|
2015
Q4 | $1.29M | Buy |
16,595
+1,590
| +11% | +$123K | 0.06% | 162 |
|
|
2015
Q3 | $1.05M | Sell |
15,005
-1,830
| -11% | -$127K | 0.05% | 180 |
|
|
2015
Q2 | $1.13M | Buy |
16,835
+4,723
| +39% | +$317K | 0.05% | 186 |
|
|
2015
Q1 | $793K | Buy |
12,112
+9,426
| +351% | +$617K | 0.04% | 214 |
|
|
2014
Q4 | $705K | Buy |
2,686
+57
| +2% | +$15K | 0.04% | 202 |
|
|
2014
Q3 | $561K | Sell |
2,629
-1,246
| -32% | -$266K | 0.03% | 248 |
|
|
2014
Q2 | $816K | Sell |
3,875
-309
| -7% | -$65.1K | 0.04% | 209 |
|
|
2014
Q1 | $902K | Sell |
4,184
-1,199
| -22% | -$258K | 0.05% | 194 |
|
|
2013
Q4 | $1.2M | Buy |
5,383
+1,935
| +56% | +$431K | 0.07% | 174 |
|
|
2013
Q3 | $658K | Sell |
3,448
-347
| -9% | -$66.2K | 0.04% | 251 |
|
|
2013
Q2 | $695K | Buy |
+3,795
| New | +$695K | 0.04% | 242 |
|