Boston Trust Walden’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.9M | Buy |
203,292
+39,263
| +24% | +$10.6M | 0.39% | 100 |
|
|
2025
Q1 | $32.8M | Sell |
164,029
-35,008
| -18% | -$6.99M | 0.24% | 156 |
|
|
2024
Q4 | $55.2M | Sell |
199,037
-32,156
| -14% | -$8.91M | 0.39% | 93 |
|
|
2024
Q3 | $58.6M | Sell |
231,193
-68,597
| -23% | -$17.4M | 0.41% | 95 |
|
|
2024
Q2 | $62.5M | Sell |
299,790
-208
| -0.1% | -$43.4K | 0.46% | 75 |
|
|
2024
Q1 | $57.8M | Sell |
299,998
-2,238
| -0.7% | -$431K | 0.41% | 93 |
|
|
2023
Q4 | $51.7M | Buy |
302,236
+2,188
| +0.7% | +$374K | 0.39% | 99 |
|
|
2023
Q3 | $41.4M | Buy |
300,048
+18,183
| +6% | +$2.51M | 0.35% | 105 |
|
|
2023
Q2 | $34.8M | Buy |
281,865
+8,241
| +3% | +$1.02M | 0.29% | 128 |
|
|
2023
Q1 | $31.6M | Buy |
273,624
+9,819
| +4% | +$1.13M | 0.27% | 135 |
|
|
2022
Q4 | $28.8M | Sell |
263,805
-2,505
| -0.9% | -$273K | 0.25% | 140 |
|
|
2022
Q3 | $21.9M | Buy |
266,310
+8,308
| +3% | +$683K | 0.22% | 160 |
|
|
2022
Q2 | $24.2M | Buy |
258,002
+4,391
| +2% | +$411K | 0.23% | 152 |
|
|
2022
Q1 | $28.2M | Buy |
253,611
+85,477
| +51% | +$9.52M | 0.23% | 149 |
|
|
2021
Q4 | $22.8M | Buy |
168,134
+37,817
| +29% | +$5.14M | 0.18% | 173 |
|
|
2021
Q3 | $17.4M | Buy |
+130,317
| New | +$17.4M | 0.15% | 178 |
|