EWM
Evercore Wealth Management’s Weyerhaeuser WY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,122
| Closed | -$272K | – | 426 |
|
|
2023
Q2 | $272K | Buy |
+8,122
| New | +$272K | 0.01% | 356 |
|
|
2020
Q2 | – | Sell |
-12,710
| Closed | -$215K | – | 386 |
|
|
2020
Q1 | $215K | Sell |
12,710
-23,117
| -65% | -$391K | 0.01% | 335 |
|
|
2019
Q4 | $1.08M | Sell |
35,827
-685,437
| -95% | -$20.7M | 0.03% | 196 |
|
|
2019
Q3 | $20M | Sell |
721,264
-157,228
| -18% | -$4.36M | 0.59% | 44 |
|
|
2019
Q2 | $23.1M | Sell |
878,492
-60,625
| -6% | -$1.6M | 0.7% | 41 |
|
|
2019
Q1 | $24.7M | Buy |
939,117
+80,615
| +9% | +$2.12M | 0.8% | 41 |
|
|
2018
Q4 | $18.8M | Sell |
858,502
-513,794
| -37% | -$11.2M | 0.71% | 42 |
|
|
2018
Q3 | $44.3M | Sell |
1,372,296
-13,350
| -1% | -$431K | 1.42% | 24 |
|
|
2018
Q2 | $50.5M | Buy |
1,385,646
+71,843
| +5% | +$2.62M | 1.73% | 16 |
|
|
2018
Q1 | $46M | Sell |
1,313,803
-29,995
| -2% | -$1.05M | 1.76% | 19 |
|
|
2017
Q4 | $47.4M | Sell |
1,343,798
-22,888
| -2% | -$807K | 1.76% | 18 |
|
|
2017
Q3 | $46.5M | Sell |
1,366,686
-26,125
| -2% | -$889K | 1.81% | 17 |
|
|
2017
Q2 | $46.7M | Sell |
1,392,811
-13,493
| -1% | -$452K | 1.8% | 16 |
|
|
2017
Q1 | $47.8M | Buy |
1,406,304
+12,329
| +0.9% | +$419K | 1.87% | 15 |
|
|
2016
Q4 | $41.9M | Buy |
1,393,975
+130,592
| +10% | +$3.93M | 1.74% | 17 |
|
|
2016
Q3 | $40.4M | Buy |
1,263,383
+54,364
| +4% | +$1.74M | 1.67% | 17 |
|
|
2016
Q2 | $36M | Buy |
1,209,019
+73,925
| +7% | +$2.2M | 1.59% | 23 |
|
|
2016
Q1 | $35.2M | Buy |
1,135,094
+145,675
| +15% | +$4.51M | 1.55% | 20 |
|
|
2015
Q4 | $29.7M | Buy |
989,419
+56,939
| +6% | +$1.71M | 1.38% | 26 |
|
|
2015
Q3 | $25.5M | Buy |
932,480
+23,175
| +3% | +$634K | 1.22% | 29 |
|
|
2015
Q2 | $28.7M | Buy |
909,305
+22,811
| +3% | +$719K | 1.29% | 27 |
|
|
2015
Q1 | $29.4M | Buy |
886,494
+38,395
| +5% | +$1.27M | 1.35% | 25 |
|
|
2014
Q4 | $30.5M | Buy |
848,099
+45,640
| +6% | +$1.64M | 1.52% | 22 |
|
|
2014
Q3 | $25.6M | Buy |
802,459
+54,357
| +7% | +$1.73M | 1.28% | 26 |
|
|
2014
Q2 | $24.8M | Buy |
748,102
+36,530
| +5% | +$1.21M | 1.28% | 26 |
|
|
2014
Q1 | $20.9M | Buy |
711,572
+69,250
| +11% | +$2.03M | 1.17% | 29 |
|
|
2013
Q4 | $20.3M | Buy |
642,322
+520,873
| +429% | +$16.5M | 1.12% | 28 |
|
|
2013
Q3 | $3.48M | Sell |
121,449
-74,204
| -38% | -$2.13M | 0.2% | 121 |
|
|
2013
Q2 | $5.57M | Buy |
+195,653
| New | +$5.57M | 0.32% | 86 |
|