EWM
Evercore Wealth Management’s WEX WEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,286
| Closed | -$202K | – | 422 |
|
|
2025
Q1 | $202K | Sell |
1,286
-146
| -10% | -$22.9K | ﹤0.01% | 394 |
|
|
2024
Q4 | $251K | Hold |
1,432
| – | – | ﹤0.01% | 366 |
|
|
2024
Q3 | $300K | Hold |
1,432
| – | – | ﹤0.01% | 341 |
|
|
2024
Q2 | $254K | Hold |
1,432
| – | – | ﹤0.01% | 362 |
|
|
2024
Q1 | $340K | Hold |
1,432
| – | – | 0.01% | 325 |
|
|
2023
Q4 | $279K | Sell |
1,432
-71
| -5% | -$13.8K | ﹤0.01% | 357 |
|
|
2023
Q3 | $283K | Hold |
1,503
| – | – | 0.01% | 327 |
|
|
2023
Q2 | $274K | Hold |
1,503
| – | – | 0.01% | 355 |
|
|
2023
Q1 | $276K | Sell |
1,503
-47
| -3% | -$8.64K | 0.01% | 339 |
|
|
2022
Q4 | $254K | Buy |
+1,550
| New | +$254K | 0.01% | 345 |
|
|
2022
Q3 | – | Sell |
-1,516
| Closed | -$236K | – | 397 |
|
|
2022
Q2 | $236K | Hold |
1,516
| – | – | 0.01% | 354 |
|
|
2022
Q1 | $270K | Sell |
1,516
-43
| -3% | -$7.66K | ﹤0.01% | 373 |
|
|
2021
Q4 | $219K | Sell |
1,559
-23
| -1% | -$3.23K | ﹤0.01% | 400 |
|
|
2021
Q3 | $279K | Hold |
1,582
| – | – | 0.01% | 376 |
|
|
2021
Q2 | $307K | Sell |
1,582
-19
| -1% | -$3.69K | 0.01% | 361 |
|
|
2021
Q1 | $335K | Hold |
1,601
| – | – | 0.01% | 348 |
|
|
2020
Q4 | $325K | Buy |
1,601
+34
| +2% | +$6.9K | 0.01% | 346 |
|
|
2020
Q3 | $218K | Sell |
1,567
-2
| -0.1% | -$278 | 0.01% | 353 |
|
|
2020
Q2 | $259K | Sell |
1,569
-1,300
| -45% | -$215K | 0.01% | 322 |
|
|
2020
Q1 | $300K | Sell |
2,869
-6
| -0.2% | -$627 | 0.01% | 294 |
|
|
2019
Q4 | $602K | Buy |
2,875
+15
| +0.5% | +$3.14K | 0.02% | 262 |
|
|
2019
Q3 | $578K | Sell |
2,860
-460
| -14% | -$93K | 0.02% | 262 |
|
|
2019
Q2 | $691K | Sell |
3,320
-10
| -0.3% | -$2.08K | 0.02% | 241 |
|
|
2019
Q1 | $639K | Sell |
3,330
-60
| -2% | -$11.5K | 0.02% | 243 |
|
|
2018
Q4 | $475K | Sell |
3,390
-615
| -15% | -$86.2K | 0.02% | 254 |
|
|
2018
Q3 | $804K | Buy |
+4,005
| New | +$804K | 0.03% | 228 |
|
|
2018
Q1 | – | Sell |
-575
| Closed | -$81K | – | 799 |
|
|
2017
Q4 | $81K | Hold |
575
| – | – | ﹤0.01% | 504 |
|
|
2017
Q3 | $64K | Hold |
575
| – | – | ﹤0.01% | 541 |
|
|
2017
Q2 | $60K | Hold |
575
| – | – | ﹤0.01% | 555 |
|
|
2017
Q1 | $60K | Buy |
575
+70
| +14% | +$7.3K | ﹤0.01% | 570 |
|
|
2016
Q4 | $56K | Sell |
505
-92
| -15% | -$10.2K | ﹤0.01% | 590 |
|
|
2016
Q3 | $64K | Buy |
597
+66
| +12% | +$7.08K | ﹤0.01% | 558 |
|
|
2016
Q2 | $47K | Sell |
531
-41
| -7% | -$3.63K | ﹤0.01% | 595 |
|
|
2016
Q1 | $48K | Sell |
572
-656
| -53% | -$55K | ﹤0.01% | 574 |
|
|
2015
Q4 | $109K | Sell |
1,228
-334
| -21% | -$29.6K | 0.01% | 466 |
|
|
2015
Q3 | $136K | Buy |
1,562
+84
| +6% | +$7.31K | 0.01% | 446 |
|
|
2015
Q2 | $169K | Buy |
1,478
+333
| +29% | +$38.1K | 0.01% | 449 |
|
|
2015
Q1 | $121K | Buy |
1,145
+14
| +1% | +$1.48K | 0.01% | 502 |
|
|
2014
Q4 | $113K | Sell |
1,131
-422
| -27% | -$42.2K | 0.01% | 441 |
|
|
2014
Q3 | $171K | Buy |
1,553
+436
| +39% | +$48K | 0.01% | 424 |
|
|
2014
Q2 | $116K | Sell |
1,117
-185
| -14% | -$19.2K | 0.01% | 485 |
|
|
2014
Q1 | $123K | Buy |
1,302
+242
| +23% | +$22.9K | 0.01% | 446 |
|
|
2013
Q4 | $105K | Sell |
1,060
-345
| -25% | -$34.2K | 0.01% | 451 |
|
|
2013
Q3 | $122K | Hold |
1,405
| – | – | 0.01% | 463 |
|
|
2013
Q2 | $108K | Buy |
+1,405
| New | +$108K | 0.01% | 483 |
|