EWM
WRK
Evercore Wealth Management’s WestRock Company WRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,820
| Closed | -$343K | – | 435 |
|
|
2024
Q2 | $343K | Hold |
6,820
| – | – | 0.01% | 326 |
|
|
2024
Q1 | $337K | Sell |
6,820
-760
| -10% | -$37.6K | 0.01% | 327 |
|
|
2023
Q4 | $315K | Sell |
7,580
-3,195
| -30% | -$133K | 0.01% | 339 |
|
|
2023
Q3 | $386K | Sell |
10,775
-150
| -1% | -$5.37K | 0.01% | 294 |
|
|
2023
Q2 | $318K | Sell |
10,925
-825
| -7% | -$24K | 0.01% | 324 |
|
|
2023
Q1 | $358K | Buy |
11,750
+2,125
| +22% | +$64.7K | 0.01% | 302 |
|
|
2022
Q4 | $338K | Sell |
9,625
-5,161
| -35% | -$181K | 0.01% | 308 |
|
|
2022
Q3 | $457K | Sell |
14,786
-19,000
| -56% | -$587K | 0.01% | 264 |
|
|
2022
Q2 | $1.35M | Sell |
33,786
-4,987
| -13% | -$199K | 0.03% | 179 |
|
|
2022
Q1 | $1.82M | Sell |
38,773
-15,299
| -28% | -$720K | 0.03% | 171 |
|
|
2021
Q4 | $2.4M | Sell |
54,072
-9,830
| -15% | -$436K | 0.04% | 157 |
|
|
2021
Q3 | $3.19M | Sell |
63,902
-49,496
| -44% | -$2.47M | 0.06% | 133 |
|
|
2021
Q2 | $6.04M | Sell |
113,398
-657,389
| -85% | -$35M | 0.11% | 95 |
|
|
2021
Q1 | $40.1M | Buy |
770,787
+33,024
| +4% | +$1.72M | 0.79% | 42 |
|
|
2020
Q4 | $32.1M | Buy |
737,763
+33,641
| +5% | +$1.46M | 0.69% | 40 |
|
|
2020
Q3 | $24.5M | Buy |
704,122
+3,632
| +0.5% | +$126K | 0.6% | 41 |
|
|
2020
Q2 | $19.8M | Sell |
700,490
-44,274
| -6% | -$1.25M | 0.53% | 42 |
|
|
2020
Q1 | $21M | Sell |
744,764
-106,728
| -13% | -$3.02M | 0.69% | 38 |
|
|
2019
Q4 | $36.5M | Buy |
851,492
+83,658
| +11% | +$3.59M | 0.98% | 36 |
|
|
2019
Q3 | $28M | Sell |
767,834
-2,395
| -0.3% | -$87.3K | 0.82% | 38 |
|
|
2019
Q2 | $28.1M | Buy |
770,229
+90,879
| +13% | +$3.31M | 0.85% | 38 |
|
|
2019
Q1 | $26.1M | Buy |
679,350
+49,222
| +8% | +$1.89M | 0.84% | 38 |
|
|
2018
Q4 | $23.8M | Sell |
630,128
-87,726
| -12% | -$3.31M | 0.9% | 38 |
|
|
2018
Q3 | $38.4M | Buy |
717,854
+61,678
| +9% | +$3.3M | 1.23% | 32 |
|
|
2018
Q2 | $37.4M | Buy |
656,176
+41,724
| +7% | +$2.38M | 1.28% | 31 |
|
|
2018
Q1 | $39.4M | Buy |
614,452
+19,999
| +3% | +$1.28M | 1.51% | 27 |
|
|
2017
Q4 | $37.6M | Sell |
594,453
-8,029
| -1% | -$508K | 1.4% | 31 |
|
|
2017
Q3 | $34.2M | Sell |
602,482
-8,707
| -1% | -$494K | 1.33% | 31 |
|
|
2017
Q2 | $34.6M | Buy |
611,189
+6,777
| +1% | +$384K | 1.34% | 31 |
|
|
2017
Q1 | $31.4M | Buy |
604,412
+44,855
| +8% | +$2.33M | 1.23% | 34 |
|
|
2016
Q4 | $28.4M | Buy |
559,557
+16,242
| +3% | +$825K | 1.18% | 33 |
|
|
2016
Q3 | $26.3M | Buy |
543,315
+75,298
| +16% | +$3.65M | 1.09% | 36 |
|
|
2016
Q2 | $18.2M | Buy |
468,017
+43,338
| +10% | +$1.68M | 0.8% | 42 |
|
|
2016
Q1 | $16.6M | Buy |
424,679
+20,032
| +5% | +$782K | 0.73% | 44 |
|
|
2015
Q4 | $18.5M | Buy |
404,647
+23,035
| +6% | +$1.05M | 0.86% | 39 |
|
|
2015
Q3 | $19.6M | Buy |
+381,612
| New | +$19.6M | 0.94% | 39 |
|