EVERCORE WEALTH MANAGEMENT, LLC – S&P Global Inc. Transaction History
EVERCORE WEALTH MANAGEMENT, LLC portfolio value:
$1.17M
portfolio value
EVERCORE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-9.41%
quarter
S&P Global Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.03% | -40 shares | -136K | $305.35 | 3.84K |
| Q2 2022 | share | 0.00% | 0 shares | -283K | $337.06 | 3.88K | |
| Q1 2022 | share | Increase | +16.62% | 553 shares | 21K | $410.18 | 3.88K |
| Q4 2021 | share | Decrease | -0.15% | -5 shares | 155K | $470.48 | 3.32K |
| Q3 2021 | share | 0.00% | 0 shares | 48K | $424.19 | 3.33K | |
| Q2 2021 | share | Decrease | -7.72% | -279 shares | 93K | $409.05 | 3.33K |
| Q1 2021 | share | Decrease | -60.25% | -5.47K shares | -1.71M | $350.95 | 3.61K |
| Q4 2020 | share | Increase | +0.20% | 18 shares | -283K | $326.17 | 9.08K |
| Q3 2020 | share | Decrease | -0.56% | -51 shares | 266K | $357.08 | 9.06K |
| Q2 2020 | share | Increase | +0.11% | 10 shares | 772K | $325.65 | 9.11K |
| Q1 2020 | share | Decrease | -1.95% | -181 shares | -305K | $241.69 | 9.10K |
| Q4 2019 | share | Decrease | -0.05% | -5 shares | 260K | $268.66 | 9.29K |
| Q3 2019 | share | 0.00% | 0 shares | 159K | $240.53 | 9.29K | |
| Q2 2019 | share | Decrease | -0.50% | -47 shares | 151K | $223.16 | 9.29K |
| Q1 2019 | share | Decrease | -11.31% | -1.19K shares | 177K | $205.72 | 9.34K |
| Q4 2018 | share | Decrease | -2.06% | -221 shares | -311K | $165.57 | 10.53K |
| Q3 2018 | share | Increase | +5.89% | 598 shares | 30K | $189.84 | 10.75K |
| Q2 2018 | share | Increase | +21.06% | 1.76K shares | 468K | $197.61 | 10.15K |
| Q1 2018 | share | Decrease | -41.33% | -5.91K shares | -819K | $184.71 | 8.38K |
| Q4 2017 | share | Decrease | -3.80% | -565 shares | 99K | $163.35 | 14.29K |
| Q3 2017 | share | Decrease | -4.19% | -650 shares | 58K | $150.35 | 14.86K |
| Q2 2017 | share | Increase | +129.67% | 8.75K shares | 1.38M | $140.04 | 15.51K |
| Q1 2017 | share | Decrease | -0.27% | -18 shares | 154K | $125.05 | 6.75K |
| Q4 2016 | share | Decrease | -0.48% | -33 shares | -134K | $102.54 | 6.77K |
| Q3 2016 | share | 0.00% | 0 shares | 132K | $120.31 | 6.80K | |
| Q2 2016 | share | Increase | 0.00% | 6.80K shares | 730K | $101.66 | 6.80K |