Charles Schwab’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $97.8M | Buy |
362,151
+6,429
| +2% | +$1.74M | 0.02% | 686 |
|
|
2025
Q1 | $71M | Sell |
355,722
-2,818
| -0.8% | -$563K | 0.01% | 836 |
|
|
2024
Q4 | $99.4M | Sell |
358,540
-7,488
| -2% | -$2.08M | 0.02% | 675 |
|
|
2024
Q3 | $92.7M | Buy |
366,028
+97,268
| +36% | +$24.6M | 0.02% | 698 |
|
|
2024
Q2 | $56M | Buy |
268,760
+4,859
| +2% | +$1.01M | 0.01% | 982 |
|
|
2024
Q1 | $50.8M | Buy |
263,901
+6,687
| +3% | +$1.29M | 0.01% | 1032 |
|
|
2023
Q4 | $44M | Buy |
257,214
+7,447
| +3% | +$1.27M | 0.01% | 1072 |
|
|
2023
Q3 | $34.4M | Buy |
249,767
+18,510
| +8% | +$2.55M | 0.01% | 1148 |
|
|
2023
Q2 | $28.6M | Buy |
231,257
+1,165
| +0.5% | +$144K | 0.01% | 1244 |
|
|
2023
Q1 | $26.5M | Sell |
230,092
-563,666
| -71% | -$65M | 0.01% | 1260 |
|
|
2022
Q4 | $86.6M | Buy |
793,758
+13,793
| +2% | +$1.5M | 0.03% | 537 |
|
|
2022
Q3 | $64.2M | Buy |
779,965
+53,002
| +7% | +$4.36M | 0.02% | 625 |
|
|
2022
Q2 | $68.1M | Buy |
726,963
+48,210
| +7% | +$4.51M | 0.02% | 602 |
|
|
2022
Q1 | $75.6M | Buy |
678,753
+42,576
| +7% | +$4.74M | 0.02% | 639 |
|
|
2021
Q4 | $86.4M | Sell |
636,177
-9,228
| -1% | -$1.25M | 0.03% | 596 |
|
|
2021
Q3 | $86.3M | Sell |
645,405
-56,041
| -8% | -$7.49M | 0.03% | 560 |
|
|
2021
Q2 | $98.7M | Buy |
701,446
+140,465
| +25% | +$19.8M | 0.03% | 498 |
|
|
2021
Q1 | $73.9M | Sell |
560,981
-22,005
| -4% | -$2.9M | 0.03% | 610 |
|
|
2020
Q4 | $63.9M | Sell |
582,986
-2,105
| -0.4% | -$231K | 0.03% | 644 |
|
|
2020
Q3 | $38.3M | Buy |
585,091
+59,827
| +11% | +$3.92M | 0.02% | 801 |
|
|
2020
Q2 | $30.9M | Buy |
525,264
+137,883
| +36% | +$8.12M | 0.02% | 871 |
|
|
2020
Q1 | $17.8M | Sell |
387,381
-114,938
| -23% | -$5.29M | 0.01% | 1088 |
|
|
2019
Q4 | $37.6M | Buy |
502,319
+5,596
| +1% | +$418K | 0.02% | 803 |
|
|
2019
Q3 | $39.8M | Sell |
496,723
-33,338
| -6% | -$2.67M | 0.02% | 710 |
|
|
2019
Q2 | $46.9M | Sell |
530,061
-104,440
| -16% | -$9.25M | 0.03% | 598 |
|
|
2019
Q1 | $57.7M | Buy |
634,501
+207,818
| +49% | +$18.9M | 0.04% | 477 |
|
|
2018
Q4 | $30.5M | Buy |
426,683
+65,227
| +18% | +$4.67M | 0.02% | 695 |
|
|
2018
Q3 | $36.3M | Buy |
361,456
+34,303
| +10% | +$3.45M | 0.02% | 709 |
|
|
2018
Q2 | $34.5M | Sell |
327,153
-61,178
| -16% | -$6.45M | 0.03% | 692 |
|
|
2018
Q1 | $33.9M | Buy |
388,331
+31,074
| +9% | +$2.71M | 0.03% | 673 |
|
|
2017
Q4 | $32.2M | Sell |
357,257
-21,020
| -6% | -$1.89M | 0.03% | 654 |
|
|
2017
Q3 | $30.4M | Buy |
378,277
+36,381
| +11% | +$2.92M | 0.03% | 637 |
|
|
2017
Q2 | $24.1M | Buy |
341,896
+134,121
| +65% | +$9.46M | 0.02% | 729 |
|
|
2017
Q1 | $16.2M | Buy |
207,775
+13,783
| +7% | +$1.07M | 0.02% | 965 |
|
|
2016
Q4 | $13.3M | Buy |
193,992
+28,005
| +17% | +$1.92M | 0.01% | 1053 |
|
|
2016
Q3 | $8.55M | Buy |
165,987
+386
| +0.2% | +$19.9K | 0.01% | 1278 |
|
|
2016
Q2 | $7.32M | Sell |
165,601
-1,901
| -1% | -$84K | 0.01% | 1293 |
|
|
2016
Q1 | $8.67M | Buy |
167,502
+20,063
| +14% | +$1.04M | 0.01% | 1131 |
|
|
2015
Q4 | $7.97M | Buy |
147,439
+29,176
| +25% | +$1.58M | 0.01% | 1169 |
|
|
2015
Q3 | $5.94M | Buy |
118,263
+9,068
| +8% | +$456K | 0.01% | 1362 |
|
|
2015
Q2 | $5.89M | Buy |
109,195
+8,898
| +9% | +$480K | 0.01% | 1446 |
|
|
2015
Q1 | $5.18M | Buy |
100,297
+4,816
| +5% | +$249K | 0.01% | 1489 |
|
|
2014
Q4 | $5M | Buy |
95,481
+1,812
| +2% | +$94.9K | 0.01% | 1452 |
|
|
2014
Q3 | $4.4M | Buy |
93,669
+2,217
| +2% | +$104K | 0.01% | 1472 |
|
|
2014
Q2 | $5.27M | Sell |
91,452
-43,716
| -32% | -$2.52M | 0.01% | 1348 |
|
|
2014
Q1 | $7.47M | Sell |
135,168
-13,702
| -9% | -$757K | 0.01% | 1017 |
|
|
2013
Q4 | $8.9M | Buy |
148,870
+3,188
| +2% | +$191K | 0.02% | 805 |
|
|
2013
Q3 | $7.36M | Sell |
145,682
-25,807
| -15% | -$1.3M | 0.02% | 846 |
|
|
2013
Q2 | $6.82M | Buy |
+171,489
| New | +$6.82M | 0.02% | 795 |
|