EWM
Evercore Wealth Management’s Wabtec WAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $486K | Sell |
2,321
-14
| -0.6% | -$2.93K | 0.01% | 283 |
|
|
2025
Q1 | $423K | Hold |
2,335
| – | – | 0.01% | 287 |
|
|
2024
Q4 | $443K | Hold |
2,335
| – | – | 0.01% | 294 |
|
|
2024
Q3 | $424K | Hold |
2,335
| – | – | 0.01% | 292 |
|
|
2024
Q2 | $369K | Sell |
2,335
-16
| -0.7% | -$2.53K | 0.01% | 313 |
|
|
2024
Q1 | $342K | Sell |
2,351
-221
| -9% | -$32.2K | 0.01% | 323 |
|
|
2023
Q4 | $326K | Buy |
2,572
+20
| +0.8% | +$2.54K | 0.01% | 329 |
|
|
2023
Q3 | $271K | Sell |
2,552
-108
| -4% | -$11.5K | 0.01% | 339 |
|
|
2023
Q2 | $292K | Sell |
2,660
-273
| -9% | -$29.9K | 0.01% | 336 |
|
|
2023
Q1 | $296K | Sell |
2,933
-268
| -8% | -$27.1K | 0.01% | 326 |
|
|
2022
Q4 | $319K | Sell |
3,201
-25
| -0.8% | -$2.5K | 0.01% | 314 |
|
|
2022
Q3 | $262K | Buy |
3,226
+365
| +13% | +$29.6K | 0.01% | 332 |
|
|
2022
Q2 | $235K | Hold |
2,861
| – | – | 0.01% | 355 |
|
|
2022
Q1 | $275K | Sell |
2,861
-99
| -3% | -$9.52K | ﹤0.01% | 371 |
|
|
2021
Q4 | $273K | Hold |
2,960
| – | – | ﹤0.01% | 375 |
|
|
2021
Q3 | $255K | Sell |
2,960
-63
| -2% | -$5.43K | ﹤0.01% | 389 |
|
|
2021
Q2 | $249K | Sell |
3,023
-55
| -2% | -$4.53K | ﹤0.01% | 393 |
|
|
2021
Q1 | $244K | Sell |
3,078
-979
| -24% | -$77.6K | ﹤0.01% | 401 |
|
|
2020
Q4 | $297K | Hold |
4,057
| – | – | 0.01% | 358 |
|
|
2020
Q3 | $251K | Sell |
4,057
-3
| -0.1% | -$186 | 0.01% | 331 |
|
|
2020
Q2 | $233K | Sell |
4,060
-1,036
| -20% | -$59.5K | 0.01% | 339 |
|
|
2020
Q1 | $245K | Sell |
5,096
-59
| -1% | -$2.84K | 0.01% | 318 |
|
|
2019
Q4 | $401K | Sell |
5,155
-68
| -1% | -$5.29K | 0.01% | 309 |
|
|
2019
Q3 | $376K | Sell |
5,223
-114
| -2% | -$8.21K | 0.01% | 300 |
|
|
2019
Q2 | $383K | Sell |
5,337
-588
| -10% | -$42.2K | 0.01% | 310 |
|
|
2019
Q1 | $437K | Buy |
5,925
+990
| +20% | +$73K | 0.01% | 286 |
|
|
2018
Q4 | $347K | Hold |
4,935
| – | – | 0.01% | 284 |
|
|
2018
Q3 | $518K | Buy |
+4,935
| New | +$518K | 0.02% | 274 |
|
|
2018
Q1 | – | Sell |
-2,000
| Closed | -$163K | – | 792 |
|
|
2017
Q4 | $163K | Hold |
2,000
| – | – | 0.01% | 391 |
|
|
2017
Q3 | $151K | Hold |
2,000
| – | – | 0.01% | 400 |
|
|
2017
Q2 | $183K | Sell |
2,000
-310
| -13% | -$28.4K | 0.01% | 378 |
|
|
2017
Q1 | $180K | Sell |
2,310
-860
| -27% | -$67K | 0.01% | 383 |
|
|
2016
Q4 | $263K | Buy |
3,170
+1,060
| +50% | +$87.9K | 0.01% | 323 |
|
|
2016
Q3 | $172K | Buy |
2,110
+110
| +6% | +$8.97K | 0.01% | 401 |
|
|
2016
Q2 | $140K | Hold |
2,000
| – | – | 0.01% | 418 |
|
|
2016
Q1 | $159K | Sell |
2,000
-1,700
| -46% | -$135K | 0.01% | 396 |
|
|
2015
Q4 | $263K | Sell |
3,700
-368
| -9% | -$26.2K | 0.01% | 327 |
|
|
2015
Q3 | $358K | Hold |
4,068
| – | – | 0.02% | 304 |
|
|
2015
Q2 | $383K | Buy |
4,068
+1,665
| +69% | +$157K | 0.02% | 311 |
|
|
2015
Q1 | $228K | Buy |
2,403
+35
| +1% | +$3.32K | 0.01% | 392 |
|
|
2014
Q4 | $206K | Buy |
2,368
+368
| +18% | +$32K | 0.01% | 357 |
|
|
2014
Q3 | $162K | Hold |
2,000
| – | – | 0.01% | 434 |
|
|
2014
Q2 | $165K | Hold |
2,000
| – | – | 0.01% | 419 |
|
|
2014
Q1 | $155K | Hold |
2,000
| – | – | 0.01% | 412 |
|
|
2013
Q4 | $149K | Hold |
2,000
| – | – | 0.01% | 399 |
|
|
2013
Q3 | $126K | Hold |
2,000
| – | – | 0.01% | 457 |
|
|
2013
Q2 | $107K | Buy |
+2,000
| New | +$107K | 0.01% | 484 |
|