Bank of Montreal’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Sell |
7,755
-552
| -7% | -$149K | ﹤0.01% | 1351 |
|
|
2025
Q1 | $1.66M | Buy |
8,307
+54
| +0.7% | +$10.8K | ﹤0.01% | 1387 |
|
|
2024
Q4 | $2.29M | Buy |
8,253
+136
| +2% | +$37.7K | ﹤0.01% | 1312 |
|
|
2024
Q3 | $2.06M | Sell |
8,117
-43,062
| -84% | -$10.9M | ﹤0.01% | 1493 |
|
|
2024
Q2 | $10.7M | Buy |
51,179
+38,418
| +301% | +$8.01M | ﹤0.01% | 908 |
|
|
2024
Q1 | $2.47M | Buy |
12,761
+5,005
| +65% | +$967K | ﹤0.01% | 1351 |
|
|
2023
Q4 | $1.34M | Buy |
7,756
+38
| +0.5% | +$6.59K | ﹤0.01% | 1586 |
|
|
2023
Q3 | $1.12M | Buy |
7,718
+108
| +1% | +$15.7K | ﹤0.01% | 1676 |
|
|
2023
Q2 | $959K | Sell |
7,610
-1,626
| -18% | -$205K | ﹤0.01% | 1896 |
|
|
2023
Q1 | $1.21M | Buy |
9,236
+460
| +5% | +$60.1K | ﹤0.01% | 1733 |
|
|
2022
Q4 | $972K | Sell |
8,776
-4,758
| -35% | -$527K | ﹤0.01% | 1852 |
|
|
2022
Q3 | $1.12K | Sell |
13,534
-10,305
| -43% | -$852 | ﹤0.01% | 1780 |
|
|
2022
Q2 | $2.35K | Buy |
23,839
+12,020
| +102% | +$1.18K | ﹤0.01% | 1517 |
|
|
2022
Q1 | $1.36M | Buy |
11,819
+4,345
| +58% | +$498K | ﹤0.01% | 1775 |
|
|
2021
Q4 | $1.03M | Sell |
7,474
-130,418
| -95% | -$18M | ﹤0.01% | 1870 |
|
|
2021
Q3 | $18.9M | Sell |
137,892
-13,711
| -9% | -$1.88M | 0.01% | 870 |
|
|
2021
Q2 | $20.9M | Buy |
151,603
+5,615
| +4% | +$773K | 0.01% | 828 |
|
|
2021
Q1 | $19.7M | Buy |
145,988
+16,088
| +12% | +$2.17M | 0.01% | 632 |
|
|
2020
Q4 | $15.1M | Sell |
129,900
-35,591
| -22% | -$4.13M | 0.01% | 734 |
|
|
2020
Q3 | $11.6M | Sell |
165,491
-57,597
| -26% | -$4.04M | 0.01% | 725 |
|
|
2020
Q2 | $12M | Buy |
223,088
+71,194
| +47% | +$3.82M | 0.01% | 689 |
|
|
2020
Q1 | $7.17M | Sell |
151,894
-7,875
| -5% | -$371K | 0.01% | 769 |
|
|
2019
Q4 | $11.9M | Buy |
159,769
+123,952
| +346% | +$9.27M | 0.01% | 782 |
|
|
2019
Q3 | $2.87M | Sell |
35,817
-740
| -2% | -$59.3K | ﹤0.01% | 1253 |
|
|
2019
Q2 | $3.24M | Sell |
36,557
-143,177
| -80% | -$12.7M | ﹤0.01% | 1233 |
|
|
2019
Q1 | $16.4M | Buy |
179,734
+2,674
| +2% | +$243K | 0.01% | 629 |
|
|
2018
Q4 | $12.7M | Buy |
177,060
+2,548
| +1% | +$182K | 0.01% | 671 |
|
|
2018
Q3 | $17.5M | Buy |
174,512
+6,207
| +4% | +$624K | 0.01% | 646 |
|
|
2018
Q2 | $17.7M | Buy |
168,305
+90,747
| +117% | +$9.57M | 0.01% | 630 |
|
|
2018
Q1 | $6.76M | Sell |
77,558
-3,291
| -4% | -$287K | 0.01% | 961 |
|
|
2017
Q4 | $7.28M | Sell |
80,849
-76,294
| -49% | -$6.87M | 0.01% | 922 |
|
|
2017
Q3 | $12.6M | Sell |
157,143
-2,934
| -2% | -$235K | 0.01% | 728 |
|
|
2017
Q2 | $11.3M | Sell |
160,077
-19,817
| -11% | -$1.4M | 0.01% | 772 |
|
|
2017
Q1 | $14M | Buy |
179,894
+58,632
| +48% | +$4.57M | 0.01% | 659 |
|
|
2016
Q4 | $8.17M | Buy |
121,262
+114,745
| +1,761% | +$7.73M | 0.01% | 824 |
|
|
2016
Q3 | $335K | Buy |
6,517
+327
| +5% | +$16.8K | ﹤0.01% | 2029 |
|
|
2016
Q2 | $274K | Sell |
6,190
-645
| -9% | -$28.6K | ﹤0.01% | 2105 |
|
|
2016
Q1 | $354K | Buy |
6,835
+1,288
| +23% | +$66.7K | ﹤0.01% | 2011 |
|
|
2015
Q4 | $300K | Buy |
5,547
+4,899
| +756% | +$265K | ﹤0.01% | 2046 |
|
|
2015
Q3 | $33K | Hold |
648
| – | – | ﹤0.01% | 2835 |
|
|
2015
Q2 | $35K | Sell |
648
-5,813
| -90% | -$314K | ﹤0.01% | 2908 |
|
|
2015
Q1 | $333K | Sell |
6,461
-877
| -12% | -$45.2K | ﹤0.01% | 1950 |
|
|
2014
Q4 | $384K | Buy |
7,338
+6,609
| +907% | +$346K | ﹤0.01% | 1869 |
|
|
2014
Q3 | $34K | Sell |
729
-1,209
| -62% | -$56.4K | ﹤0.01% | 2835 |
|
|
2014
Q2 | $112K | Buy |
1,938
+848
| +78% | +$49K | ﹤0.01% | 2386 |
|
|
2014
Q1 | $60K | Buy |
1,090
+405
| +59% | +$22.3K | ﹤0.01% | 2541 |
|
|
2013
Q4 | $41K | Buy |
685
+160
| +30% | +$9.58K | ﹤0.01% | 2616 |
|
|
2013
Q3 | $26K | Buy |
525
+250
| +91% | +$12.4K | ﹤0.01% | 2696 |
|
|
2013
Q2 | $11K | Buy |
+275
| New | +$11K | ﹤0.01% | 2851 |
|