EVERCORE WEALTH MANAGEMENT, LLC – Aflac Incorporated Transaction History
EVERCORE WEALTH MANAGEMENT, LLC portfolio value:
$2.54M
portfolio value
EVERCORE WEALTH MANAGEMENT, LLC quarter portfolio value change:
+1.57%
quarter
Aflac Incorporated 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 39K | $56.2 | 45.20K | |
| Q2 2022 | share | Decrease | -3.50% | -1.64K shares | -515K | $55.33 | 45.20K |
| Q1 2022 | share | Decrease | -0.75% | -354 shares | 260K | $64.39 | 46.84K |
| Q4 2021 | share | Decrease | -5.74% | -2.87K shares | 145K | $58.56 | 47.20K |
| Q3 2021 | share | 0.00% | 0 shares | -77K | $51.83 | 50.07K | |
| Q2 2021 | share | Increase | +7.29% | 3.40K shares | 299K | $53.05 | 50.07K |
| Q1 2021 | share | Decrease | -7.03% | -3.52K shares | 156K | $50.3 | 46.67K |
| Q4 2020 | share | Decrease | -1.19% | -603 shares | 386K | $43.39 | 50.2K |
| Q3 2020 | share | Increase | +0.02% | 8 shares | 17K | $35.24 | 50.80K |
| Q2 2020 | share | Decrease | -8.07% | -4.46K shares | -62K | $34.67 | 50.79K |
| Q1 2020 | share | Decrease | -5.78% | -3.38K shares | -1.21M | $32.68 | 55.25K |
| Q4 2019 | share | Increase | +3.25% | 1.84K shares | 131K | $50.21 | 58.64K |
| Q3 2019 | share | Decrease | -1.20% | -687 shares | -180K | $49.41 | 56.79K |
| Q2 2019 | share | Decrease | -7.77% | -4.84K shares | 35K | $51.5 | 57.48K |
| Q1 2019 | share | Increase | +1.92% | 1.17K shares | 330K | $46.74 | 62.32K |
| Q4 2018 | share | Decrease | -0.61% | -375 shares | -110K | $42.35 | 61.14K |
| Q3 2018 | share | Decrease | -2.71% | -1.71K shares | 175K | $43.5 | 61.52K |
| Q2 2018 | share | Increase | +0.53% | 332 shares | -32K | $39.54 | 63.23K |
| Q1 2018 | share | Decrease | -5.84% | -3.9K shares | -179K | $39.99 | 62.90K |
| Q4 2017 | share | Decrease | -0.91% | -616 shares | 188K | $39.88 | 66.80K |
| Q3 2017 | share | 0.00% | 0 shares | 125K | $36.78 | 67.42K | |
| Q2 2017 | share | Decrease | -3.71% | -2.6K shares | 84K | $34.91 | 67.42K |
| Q1 2017 | share | Decrease | -14.51% | -11.88K shares | -315K | $32.36 | 70.02K |
| Q4 2016 | share | Decrease | -0.29% | -236 shares | -102K | $30.91 | 81.90K |
| Q3 2016 | share | Decrease | -0.66% | -542 shares | -31K | $31.73 | 82.14K |
| Q2 2016 | share | Decrease | -2.07% | -1.75K shares | 317K | $31.68 | 82.68K |
| Q1 2016 | share | Decrease | -10.79% | -10.21K shares | -169K | $27.56 | 84.43K |