Boston Trust Walden’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.1M | Sell |
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|
2025
Q2 | $54.9M | Buy |
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|
2025
Q1 | $32.8M | Sell |
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|
2024
Q4 | $55.2M | Sell |
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|
2024
Q3 | $58.6M | Sell |
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|
2024
Q2 | $62.5M | Sell |
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|
2024
Q1 | $57.8M | Sell |
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|
2023
Q4 | $51.7M | Buy |
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|
2023
Q3 | $41.4M | Buy |
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|
2023
Q2 | $34.8M | Buy |
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|
2023
Q1 | $31.6M | Buy |
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|
2022
Q4 | $28.8M | Sell |
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|
2022
Q3 | $21.9M | Buy |
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|
2022
Q2 | $24.2M | Buy |
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|
2022
Q1 | $28.2M | Buy |
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|
2021
Q4 | $22.8M | Buy |
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|
2021
Q3 | $17.4M | Buy |
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