CNAM
Campbell Newman Asset Management’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.75M | Buy |
10,182
+675
| +7% | +$182K | 0.22% | 53 |
|
|
2025
Q1 | $1.9M | Sell |
9,507
-44
| -0.5% | -$8.79K | 0.16% | 67 |
|
|
2024
Q4 | $2.65M | Sell |
9,551
-52
| -0.5% | -$14.4K | 0.21% | 51 |
|
|
2024
Q3 | $2.43M | Sell |
9,603
-156
| -2% | -$39.5K | 0.18% | 55 |
|
|
2024
Q2 | $2.03M | Sell |
9,759
-44
| -0.4% | -$9.17K | 0.16% | 59 |
|
|
2024
Q1 | $1.89M | Buy |
9,803
+228
| +2% | +$43.9K | 0.15% | 63 |
|
|
2023
Q4 | $1.64M | Buy |
9,575
+40
| +0.4% | +$6.84K | 0.14% | 65 |
|
|
2023
Q3 | $1.31M | Sell |
9,535
-171
| -2% | -$23.6K | 0.12% | 76 |
|
|
2023
Q2 | $1.2M | Buy |
9,706
+211
| +2% | +$26.1K | 0.11% | 80 |
|
|
2023
Q1 | $1.1M | Buy |
9,495
+88
| +0.9% | +$10.2K | 0.11% | 82 |
|
|
2022
Q4 | $1.03M | Buy |
9,407
+297
| +3% | +$32.4K | 0.1% | 82 |
|
|
2022
Q3 | $749K | Buy |
9,110
+213
| +2% | +$17.5K | 0.08% | 90 |
|
|
2022
Q2 | $833K | Buy |
8,897
+381
| +4% | +$35.7K | 0.09% | 89 |
|
|
2022
Q1 | $948K | Buy |
8,516
+166
| +2% | +$18.5K | 0.09% | 91 |
|
|
2021
Q4 | $1.13M | Buy |
8,350
+222
| +3% | +$30.1K | 0.1% | 85 |
|
|
2021
Q3 | $1.09M | Buy |
8,128
+423
| +5% | +$56.5K | 0.11% | 80 |
|
|
2021
Q2 | $1.09M | Buy |
7,705
+386
| +5% | +$54.4K | 0.11% | 83 |
|
|
2021
Q1 | $964K | Buy |
7,319
+340
| +5% | +$44.8K | 0.1% | 89 |
|
|
2020
Q4 | $765K | Buy |
6,979
+520
| +8% | +$57K | 0.09% | 95 |
|
|
2020
Q3 | $423K | Buy |
6,459
+114
| +2% | +$7.47K | 0.05% | 108 |
|
|
2020
Q2 | $374K | Buy |
6,345
+56
| +0.9% | +$3.3K | 0.05% | 110 |
|
|
2020
Q1 | $290K | Sell |
6,289
-349
| -5% | -$16.1K | 0.05% | 109 |
|
|
2019
Q4 | $496K | Buy |
6,638
+46
| +0.7% | +$3.44K | 0.07% | 105 |
|
|
2019
Q3 | $528K | Sell |
6,592
-52
| -0.8% | -$4.17K | 0.08% | 102 |
|
|
2019
Q2 | $588K | Buy |
6,644
+440
| +7% | +$38.9K | 0.09% | 95 |
|
|
2019
Q1 | $565K | Buy |
6,204
+145
| +2% | +$13.2K | 0.09% | 98 |
|
|
2018
Q4 | $434K | Buy |
6,059
+628
| +12% | +$45K | 0.08% | 103 |
|
|
2018
Q3 | $546K | Buy |
5,431
+280
| +5% | +$28.2K | 0.08% | 103 |
|
|
2018
Q2 | $543K | Buy |
5,151
+238
| +5% | +$25.1K | 0.08% | 98 |
|
|
2018
Q1 | $428K | Buy |
4,913
+213
| +5% | +$18.6K | 0.07% | 106 |
|
|
2017
Q4 | $423K | Buy |
4,700
+863
| +22% | +$77.7K | 0.07% | 101 |
|
|
2017
Q3 | $308K | Buy |
3,837
+492
| +15% | +$39.5K | 0.06% | 105 |
|
|
2017
Q2 | $236K | Buy |
3,345
+156
| +5% | +$11K | 0.04% | 119 |
|
|
2017
Q1 | $248K | Buy |
+3,189
| New | +$248K | 0.05% | 106 |
|