Evercore Wealth Management’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $343K | Hold |
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|
2024
Q1 | $337K | Sell |
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|
2023
Q4 | $315K | Sell |
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|
2023
Q3 | $386K | Sell |
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|
2023
Q2 | $318K | Sell |
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|
2023
Q1 | $358K | Buy |
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|
2022
Q4 | $338K | Sell |
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|
2022
Q3 | $457K | Sell |
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|
2022
Q2 | $1.35M | Sell |
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|
2022
Q1 | $1.82M | Sell |
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|
2021
Q4 | $2.4M | Sell |
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|
2021
Q3 | $3.19M | Sell |
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|
2021
Q2 | $6.04M | Sell |
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|
2021
Q1 | $40.1M | Buy |
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|
2020
Q4 | $32.1M | Buy |
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|
2020
Q3 | $24.5M | Buy |
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|
2020
Q2 | $19.8M | Sell |
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|
2020
Q1 | $21M | Sell |
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|
2019
Q4 | $36.5M | Buy |
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|
2019
Q3 | $28M | Sell |
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|
2019
Q2 | $28.1M | Buy |
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|
2019
Q1 | $26.1M | Buy |
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|
2018
Q4 | $23.8M | Sell |
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|
2018
Q3 | $38.4M | Buy |
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|
2018
Q2 | $37.4M | Buy |
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|
2018
Q1 | $39.4M | Buy |
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|
2017
Q4 | $37.6M | Sell |
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|
2017
Q3 | $34.2M | Sell |
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|
2017
Q2 | $34.6M | Buy |
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|
2017
Q1 | $31.4M | Buy |
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|
2016
Q4 | $28.4M | Buy |
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|
2016
Q3 | $26.3M | Buy |
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|
2016
Q2 | $18.2M | Sell |
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|
2016
Q1 | $16.6M | Buy |
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|
2015
Q4 | $18.5M | Buy |
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|
2015
Q3 | $19.6M | Buy |
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