EWM
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 |
|