Bank of America’s Evercore EVR Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | $75.2M | Sell |  | |||||
| 2025 Q1 | $59M | Buy |  | |||||
| 2024 Q4 | $52.3M | Sell |  | |||||
| 2024 Q3 | $51.3M | Buy |  | |||||
| 2024 Q2 | $39M | Sell |  | |||||
| 2024 Q1 | $42.4M | Buy |  | |||||
| 2023 Q4 | $29M | Sell |  | |||||
| 2023 Q3 | $31.6M | Sell |  | |||||
| 2023 Q2 | $39.2M | Sell |  | |||||
| 2023 Q1 | $39M | Buy |  | |||||
| 2022 Q4 | $34.1M | Buy |  | |||||
| 2022 Q3 | $23.2M | Sell |  | |||||
| 2022 Q2 | $29.8M | Sell |  | |||||
| 2022 Q1 | $38.7M | Buy |  | |||||
| 2021 Q4 | $41.5M | Buy |  | |||||
| 2021 Q3 | $34.8M | Buy |  | |||||
| 2021 Q2 | $34.8M | Sell |  | |||||
| 2021 Q1 | $39.1M | Sell |  | |||||
| 2020 Q4 | $37.6M | Buy |  | |||||
| 2020 Q3 | $20.3M | Buy |  | |||||
| 2020 Q2 | $17.1M | Buy |  | |||||
| 2020 Q1 | $9.15M | Sell |  | |||||
| 2019 Q4 | $17.5M | Sell |  | |||||
| 2019 Q3 | $25.3M | Sell |  | |||||
| 2019 Q2 | $29M | Sell |  | |||||
| 2019 Q1 | $32.2M | Sell |  | |||||
| 2018 Q4 | $28.5M | Sell |  | |||||
| 2018 Q3 | $67.6M | Buy |  | |||||
| 2018 Q2 | $69.8M | Sell |  | |||||
| 2018 Q1 | $63M | Buy |  | |||||
| 2017 Q4 | $53.7M | Buy |  | |||||
| 2017 Q3 | $42.3M | Buy |  | |||||
| 2017 Q2 | $37.1M | Buy |  | |||||
| 2017 Q1 | $33.9M | Buy |  | |||||
| 2016 Q4 | $17.6M | Buy |  | |||||
| 2016 Q3 | $8.88M | Buy |  | |||||
| 2016 Q2 | $4.24M | Sell |  | |||||
| 2016 Q1 | $6.96M | Buy |  | |||||
| 2015 Q4 | $5.17M | Buy |  | |||||
| 2015 Q3 | $4.68M | Buy |  | |||||
| 2015 Q2 | $1.75M | Buy |  | |||||
| 2015 Q1 | $161K | Sell |  | |||||
| 2014 Q4 | $3.61M | Sell |  | |||||
| 2014 Q3 | $6.21M | Buy |  | |||||
| 2014 Q2 | $1.09M | Buy |  | |||||
| 2014 Q1 | $576K | Sell |  | |||||
| 2013 Q4 | $2.29M | Buy |  | |||||
| 2013 Q3 | $1.26M | Buy |  | |||||
| 2013 Q2 | $863K | Buy |  |