EVERCORE WEALTH MANAGEMENT, LLC – Arthur J. Gallagher & Co. Transaction History
EVERCORE WEALTH MANAGEMENT, LLC portfolio value:
$902,000
portfolio value
EVERCORE WEALTH MANAGEMENT, LLC quarter portfolio value change:
+5.02%
quarter
Arthur J. Gallagher & Co. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 42K | $171.22 | 5.27K | |
| Q2 2022 | share | 0.00% | 0 shares | -60K | $163.04 | 5.27K | |
| Q1 2022 | share | Increase | +0.08% | 4 shares | 27K | $174.6 | 5.27K |
| Q4 2021 | share | 0.00% | 0 shares | 110K | $168.76 | 5.26K | |
| Q3 2021 | share | 0.00% | 0 shares | 46K | $148.22 | 5.26K | |
| Q2 2021 | share | Decrease | -0.45% | -24 shares | 77K | $139.22 | 5.26K |
| Q1 2021 | share | Increase | +0.46% | 24 shares | 9K | $123.59 | 5.29K |
| Q4 2020 | share | 0.00% | 0 shares | 95K | $122.06 | 5.26K | |
| Q3 2020 | share | Decrease | -21.89% | -1.47K shares | -102K | $103.77 | 5.26K |
| Q2 2020 | share | Increase | +0.15% | 10 shares | 109K | $95.4 | 6.74K |
| Q1 2020 | share | Decrease | -4.09% | -287 shares | -119K | $79.4 | 6.73K |
| Q4 2019 | share | 0.00% | 0 shares | 39K | $92.36 | 7.01K | |
| Q3 2019 | share | Decrease | -10.45% | -819 shares | -57K | $86.47 | 7.01K |
| Q2 2019 | share | 0.00% | 0 shares | 73K | $84.16 | 7.83K | |
| Q1 2019 | share | Increase | +161.09% | 4.83K shares | 392K | $74.67 | 7.83K |
| Q4 2018 | share | 0.00% | 0 shares | -2K | $70.09 | 3.00K | |
| Q3 2018 | share | Increase | 0.00% | 3.00K shares | 223K | $70.41 | 3.00K |
| Q2 2018 | share | Decrease | -100.00% | -3.00K shares | -206K | $61.4 | 0 |
| Q1 2018 | share | 0.00% | 0 shares | 16K | $64.25 | 3.00K | |
| Q4 2017 | share | 0.00% | 0 shares | 5K | $58.8 | 3.00K | |
| Q3 2017 | share | Increase | +8.53% | 236 shares | 27K | $56.86 | 3.00K |
| Q2 2017 | share | Decrease | -13.72% | -440 shares | -23K | $52.53 | 2.76K |
| Q1 2017 | share | 0.00% | 0 shares | 14K | $51.53 | 3.20K | |
| Q4 2016 | share | 0.00% | 0 shares | 4K | $47.03 | 3.20K | |
| Q3 2016 | share | 0.00% | 0 shares | 10K | $45.7 | 3.20K | |
| Q2 2016 | share | Decrease | -23.78% | -1K shares | -34K | $42.44 | 3.20K |
| Q1 2016 | share | 0.00% | 0 shares | 15K | $39.35 | 4.20K |