EVERCORE WEALTH MANAGEMENT, LLC – U.S. Bancorp Transaction History
EVERCORE WEALTH MANAGEMENT, LLC portfolio value:
$2.22M
portfolio value
EVERCORE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-12.39%
quarter
U.S. Bancorp 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.83% | 452 shares | -294K | $40.32 | 55.22K |
| Q2 2022 | share | Decrease | -6.08% | -3.54K shares | -579K | $46.02 | 54.77K |
| Q1 2022 | share | Decrease | -1.52% | -900 shares | -226K | $53.15 | 58.31K |
| Q4 2021 | share | Decrease | -1.11% | -667 shares | -233K | $56.15 | 59.21K |
| Q3 2021 | share | Decrease | -0.75% | -450 shares | 122K | $59.44 | 59.88K |
| Q2 2021 | share | Decrease | -0.09% | -54 shares | 97K | $56.54 | 60.33K |
| Q1 2021 | share | Decrease | -23.74% | -18.80K shares | -349K | $54.49 | 60.38K |
| Q4 2020 | share | Increase | +39.44% | 22.39K shares | 1.65M | $45.55 | 79.18K |
| Q3 2020 | share | Decrease | -9.39% | -5.88K shares | -272K | $34.74 | 56.79K |
| Q2 2020 | share | Decrease | -26.05% | -22.07K shares | -612K | $35.26 | 62.67K |
| Q1 2020 | share | Decrease | -2.80% | -2.44K shares | -2.25M | $32.61 | 84.75K |
| Q4 2019 | share | Decrease | -1.85% | -1.64K shares | 254K | $55.48 | 87.19K |
| Q3 2019 | share | Decrease | -18.44% | -20.08K shares | -792K | $51.41 | 88.83K |
| Q2 2019 | share | Increase | +3.43% | 3.60K shares | 633K | $48.32 | 108.91K |
| Q1 2019 | share | Decrease | -0.88% | -937 shares | 219K | $44.12 | 105.31K |
| Q4 2018 | share | Decrease | -1.09% | -1.17K shares | -817K | $41.52 | 106.24K |
| Q3 2018 | share | Increase | +0.54% | 574 shares | 329K | $47.59 | 107.41K |
| Q2 2018 | share | Decrease | -0.68% | -731 shares | -88K | $44.76 | 106.84K |
| Q1 2018 | share | Decrease | -1.28% | -1.4K shares | -407K | $44.92 | 107.57K |
| Q4 2017 | share | Decrease | -1.06% | -1.17K shares | -64K | $47.38 | 108.97K |
| Q3 2017 | share | Increase | +0.38% | 421 shares | 206K | $47.13 | 110.14K |
| Q2 2017 | share | Decrease | -2.79% | -3.14K shares | -115K | $45.4 | 109.72K |
| Q1 2017 | share | Increase | +19.19% | 18.16K shares | 948K | $44.79 | 112.86K |
| Q4 2016 | share | Decrease | -1.81% | -1.74K shares | 727K | $44.44 | 94.7K |
| Q3 2016 | share | Decrease | -0.55% | -538 shares | 225K | $36.9 | 96.44K |
| Q2 2016 | share | Decrease | -1.23% | -1.20K shares | -74K | $34.48 | 96.98K |
| Q1 2016 | share | Decrease | -1.92% | -1.92K shares | -286K | $34.47 | 98.19K |