CIA
CCM Investment Advisers’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.1M | Buy |
56,057
+2,619
| +5% | +$707K | 1.63% | 24 |
|
|
2025
Q1 | $10.7M | Sell |
53,438
-5,168
| -9% | -$1.03M | 1.31% | 46 |
|
|
2024
Q4 | $16.2M | Sell |
58,606
-7,521
| -11% | -$2.08M | 1.8% | 22 |
|
|
2024
Q3 | $16.8M | Sell |
66,127
-10,084
| -13% | -$2.55M | 1.87% | 19 |
|
|
2024
Q2 | $15.9M | Sell |
76,211
-3,315
| -4% | -$691K | 1.87% | 18 |
|
|
2024
Q1 | $15.3M | Sell |
79,526
-8,008
| -9% | -$1.54M | 1.83% | 24 |
|
|
2023
Q4 | $15M | Buy |
87,534
+976
| +1% | +$167K | 1.84% | 20 |
|
|
2023
Q3 | $11.9M | Sell |
86,558
-410
| -0.5% | -$56.5K | 1.65% | 29 |
|
|
2023
Q2 | $10.7M | Buy |
86,968
+71
| +0.1% | +$8.78K | 1.44% | 35 |
|
|
2023
Q1 | $10M | Sell |
86,897
-11,334
| -12% | -$1.31M | 1.42% | 42 |
|
|
2022
Q4 | $10.7M | Sell |
98,231
-3,564
| -4% | -$389K | 1.7% | 33 |
|
|
2022
Q3 | $8.37M | Buy |
101,795
+3,401
| +3% | +$280K | 1.42% | 40 |
|
|
2022
Q2 | $9.21M | Buy |
98,394
+5,024
| +5% | +$470K | 1.48% | 41 |
|
|
2022
Q1 | $10.4M | Buy |
93,370
+2,350
| +3% | +$262K | 1.42% | 44 |
|
|
2021
Q4 | $12.4M | Buy |
91,020
+6,065
| +7% | +$824K | 1.5% | 42 |
|
|
2021
Q3 | $11.4M | Sell |
84,955
-879
| -1% | -$117K | 1.48% | 42 |
|
|
2021
Q2 | $12.1M | Sell |
85,834
-566
| -0.7% | -$79.7K | 1.55% | 38 |
|
|
2021
Q1 | $11.4M | Sell |
86,400
-393
| -0.5% | -$51.8K | 1.54% | 37 |
|
|
2020
Q4 | $9.52M | Sell |
86,793
-7,228
| -8% | -$792K | 1.38% | 46 |
|
|
2020
Q3 | $6.15M | Sell |
94,021
-31,482
| -25% | -$2.06M | 1% | 53 |
|
|
2020
Q2 | $7.39M | Sell |
125,503
-2,936
| -2% | -$173K | 1.26% | 47 |
|
|
2020
Q1 | $5.92M | Buy |
128,439
+17,119
| +15% | +$788K | 1.18% | 45 |
|
|
2019
Q4 | $8.32M | Buy |
111,320
+1,030
| +0.9% | +$77K | 1.3% | 47 |
|
|
2019
Q3 | $8.83M | Buy |
110,290
+4,271
| +4% | +$342K | 1.45% | 45 |
|
|
2019
Q2 | $9.39M | Sell |
106,019
-1,245
| -1% | -$110K | 1.58% | 43 |
|
|
2019
Q1 | $9.76M | Buy |
107,264
+19,617
| +22% | +$1.79M | 1.64% | 31 |
|
|
2018
Q4 | $6.27M | Sell |
87,647
-7,778
| -8% | -$557K | 1.25% | 39 |
|
|
2018
Q3 | $9.59M | Sell |
95,425
-6,030
| -6% | -$606K | 1.77% | 28 |
|
|
2018
Q2 | $10.7M | Buy |
101,455
+3,067
| +3% | +$323K | 2.04% | 16 |
|
|
2018
Q1 | $8.58M | Buy |
98,388
+4,394
| +5% | +$383K | 1.67% | 33 |
|
|
2017
Q4 | $8.46M | Sell |
93,994
-458
| -0.5% | -$41.2K | 1.63% | 37 |
|
|
2017
Q3 | $7.58M | Sell |
94,452
-7,071
| -7% | -$567K | 1.46% | 45 |
|
|
2017
Q2 | $7.16M | Buy |
101,523
+37,930
| +60% | +$2.67M | 1.4% | 45 |
|
|
2017
Q1 | $4.95M | Buy |
+63,593
| New | +$4.95M | 0.99% | 52 |
|