EVERCORE WEALTH MANAGEMENT, LLC – Morgan Stanley Transaction History
EVERCORE WEALTH MANAGEMENT, LLC portfolio value:
$100.92M
portfolio value
EVERCORE WEALTH MANAGEMENT, LLC quarter portfolio value change:
+3.88%
quarter
Morgan Stanley 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.99% | 12.55K shares | 4.72M | $79.01 | 1.27M |
| Q2 2022 | share | Decrease | -1.76% | -22.64K shares | -16.32M | $76.06 | 1.26M |
| Q1 2022 | share | Increase | +0.26% | 3.28K shares | -13.53M | $87.4 | 1.28M |
| Q4 2021 | share | Increase | +0.99% | 12.53K shares | 2.31M | $98.8 | 1.28M |
| Q3 2021 | share | Decrease | -1.25% | -16.12K shares | 5.66M | $96.65 | 1.27M |
| Q2 2021 | share | Decrease | -0.32% | -4.08K shares | 17.75M | $90.41 | 1.28M |
| Q1 2021 | share | Increase | +0.56% | 7.18K shares | 12.28M | $76.26 | 1.29M |
| Q4 2020 | share | Increase | +0.88% | 11.24K shares | 26.46M | $66.95 | 1.28M |
| Q3 2020 | share | Increase | +2.03% | 25.37K shares | 1.28M | $46.9 | 1.27M |
| Q2 2020 | share | Increase | +3.01% | 36.48K shares | 19.08M | $46.52 | 1.24M |
| Q1 2020 | share | Increase | +4.53% | 52.54K shares | -18.05M | $32.47 | 1.21M |
| Q4 2019 | share | Increase | +0.94% | 10.73K shares | 10.25M | $48.5 | 1.15M |
| Q3 2019 | share | Increase | +5.07% | 55.43K shares | 1.11M | $40.18 | 1.14M |
| Q2 2019 | share | Increase | +20.80% | 188.16K shares | 9.7M | $40.93 | 1.09M |
| Q1 2019 | share | Increase | 0.00% | 904.63K shares | 38.17M | $39.18 | 904.63K |
| Q1 2018 | share | Decrease | -100.00% | -8.35K shares | -438K | $48.9 | 0 |
| Q4 2017 | share | 0.00% | 0 shares | 35K | $47.34 | 8.35K | |
| Q3 2017 | share | 0.00% | 0 shares | 31K | $43.24 | 8.35K | |
| Q2 2017 | share | Decrease | -16.64% | -1.66K shares | -58K | $39.79 | 8.35K |
| Q1 2017 | share | Increase | +144.63% | 5.92K shares | 257K | $38.08 | 10.02K |
| Q4 2016 | share | Decrease | -8.01% | -357 shares | 31K | $37.38 | 4.09K |
| Q3 2016 | share | Decrease | -35.61% | -2.46K shares | -38K | $28.2 | 4.45K |
| Q2 2016 | share | Decrease | -22.99% | -2.06K shares | -44K | $22.7 | 6.91K |
| Q1 2016 | share | Decrease | -12.15% | -1.24K shares | -102K | $21.73 | 8.98K |