Charles Schwab’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $97.8M | Buy |
|
|||||
|
2025
Q1 | $71M | Sell |
|
|||||
|
2024
Q4 | $99.4M | Sell |
|
|||||
|
2024
Q3 | $92.7M | Buy |
|
|||||
|
2024
Q2 | $56M | Buy |
|
|||||
|
2024
Q1 | $50.8M | Buy |
|
|||||
|
2023
Q4 | $44M | Buy |
|
|||||
|
2023
Q3 | $34.4M | Buy |
|
|||||
|
2023
Q2 | $28.6M | Buy |
|
|||||
|
2023
Q1 | $26.5M | Sell |
|
|||||
|
2022
Q4 | $86.6M | Buy |
|
|||||
|
2022
Q3 | $64.2M | Buy |
|
|||||
|
2022
Q2 | $68.1M | Buy |
|
|||||
|
2022
Q1 | $75.6M | Buy |
|
|||||
|
2021
Q4 | $86.4M | Sell |
|
|||||
|
2021
Q3 | $86.3M | Sell |
|
|||||
|
2021
Q2 | $98.7M | Buy |
|
|||||
|
2021
Q1 | $73.9M | Sell |
|
|||||
|
2020
Q4 | $63.9M | Sell |
|
|||||
|
2020
Q3 | $38.3M | Buy |
|
|||||
|
2020
Q2 | $30.9M | Buy |
|
|||||
|
2020
Q1 | $17.8M | Sell |
|
|||||
|
2019
Q4 | $37.6M | Buy |
|
|||||
|
2019
Q3 | $39.8M | Sell |
|
|||||
|
2019
Q2 | $46.9M | Sell |
|
|||||
|
2019
Q1 | $57.7M | Buy |
|
|||||
|
2018
Q4 | $30.5M | Buy |
|
|||||
|
2018
Q3 | $36.3M | Buy |
|
|||||
|
2018
Q2 | $34.5M | Sell |
|
|||||
|
2018
Q1 | $33.9M | Buy |
|
|||||
|
2017
Q4 | $32.2M | Sell |
|
|||||
|
2017
Q3 | $30.4M | Buy |
|
|||||
|
2017
Q2 | $24.1M | Buy |
|
|||||
|
2017
Q1 | $16.2M | Buy |
|
|||||
|
2016
Q4 | $13.3M | Buy |
|
|||||
|
2016
Q3 | $8.55M | Buy |
|
|||||
|
2016
Q2 | $7.32M | Sell |
|
|||||
|
2016
Q1 | $8.67M | Buy |
|
|||||
|
2015
Q4 | $7.97M | Buy |
|
|||||
|
2015
Q3 | $5.94M | Buy |
|
|||||
|
2015
Q2 | $5.89M | Buy |
|
|||||
|
2015
Q1 | $5.18M | Buy |
|
|||||
|
2014
Q4 | $5M | Buy |
|
|||||
|
2014
Q3 | $4.4M | Buy |
|
|||||
|
2014
Q2 | $5.27M | Sell |
|
|||||
|
2014
Q1 | $7.47M | Sell |
|
|||||
|
2013
Q4 | $8.9M | Buy |
|
|||||
|
2013
Q3 | $7.36M | Sell |
|
|||||
|
2013
Q2 | $6.82M | Buy |
|