Aquatic Capital Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.67M | Sell |
21,009
-2,418
| -10% | -$653K | 0.11% | 219 |
|
|
2025
Q1 | $4.68M | Buy |
23,427
+3,595
| +18% | +$718K | 0.12% | 227 |
|
|
2024
Q4 | $5.5M | Buy |
+19,832
| New | +$5.5M | 0.15% | 182 |
|
|
2024
Q3 | – | Sell |
-4,500
| Closed | -$938K | – | 1250 |
|
|
2024
Q2 | $938K | Sell |
4,500
-6,700
| -60% | -$1.4M | 0.03% | 411 |
|
|
2024
Q1 | $2.16M | Buy |
+11,200
| New | +$2.16M | 0.07% | 242 |
|
|
2023
Q3 | – | Sell |
-1,600
| Closed | -$198K | – | 1364 |
|
|
2023
Q2 | $198K | Sell |
1,600
-8,400
| -84% | -$1.04M | 0.01% | 669 |
|
|
2023
Q1 | $1.15M | Buy |
+10,000
| New | +$1.15M | 0.07% | 252 |
|
|
2022
Q4 | – | Sell |
-2,200
| Closed | -$181K | – | 1502 |
|
|
2022
Q3 | $181K | Buy |
2,200
+600
| +38% | +$49.4K | 0.02% | 627 |
|
|
2022
Q2 | $150K | Buy |
1,600
+900
| +129% | +$84.4K | 0.05% | 398 |
|
|
2022
Q1 | $78K | Buy |
+700
| New | +$78K | 0.12% | 198 |
|