EWM
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Evercore Wealth Management’s Ball Corp BALL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$347K Sell
6,183
-1,000
-14% -$56.1K 0.01% 326
2025
Q1
$374K Sell
7,183
-1,000
-12% -$52.1K 0.01% 310
2024
Q4
$451K Hold
8,183
0.01% 289
2024
Q3
$556K Sell
8,183
-1,000
-11% -$67.9K 0.01% 263
2024
Q2
$551K Sell
9,183
-2,000
-18% -$120K 0.01% 267
2024
Q1
$753K Hold
11,183
0.01% 242
2023
Q4
$643K Sell
11,183
-1,367
-11% -$78.6K 0.01% 257
2023
Q3
$625K Hold
12,550
0.01% 247
2023
Q2
$731K Hold
12,550
0.01% 239
2023
Q1
$692K Sell
12,550
-525
-4% -$28.9K 0.01% 240
2022
Q4
$669K Buy
+13,075
New +$669K 0.01% 246
2018
Q1
Sell
-800
Closed -$30K 390
2017
Q4
$30K Hold
800
﹤0.01% 648
2017
Q3
$33K Hold
800
﹤0.01% 624
2017
Q2
$34K Buy
800
+373
+87% +$15.9K ﹤0.01% 627
2017
Q1
$32K Hold
427
﹤0.01% 674
2016
Q4
$32K Hold
427
﹤0.01% 682
2016
Q3
$35K Hold
427
﹤0.01% 674
2016
Q2
$31K Buy
427
+27
+7% +$1.96K ﹤0.01% 679
2016
Q1
$29K Hold
400
﹤0.01% 663
2015
Q4
$29K Hold
400
﹤0.01% 693
2015
Q3
$24K Hold
400
﹤0.01% 705
2015
Q2
$28K Sell
400
-71
-15% -$4.97K ﹤0.01% 728
2015
Q1
$33K Buy
471
+71
+18% +$4.98K ﹤0.01% 684
2014
Q4
$28K Sell
400
-35
-8% -$2.45K ﹤0.01% 622
2014
Q3
$28K Hold
435
﹤0.01% 683
2014
Q2
$28K Buy
+435
New +$28K ﹤0.01% 688
2013
Q4
Sell
-116
Closed -$5K 852
2013
Q3
$5K Buy
+116
New +$5K ﹤0.01% 836