Evercore Wealth Management’s Ball Corp BALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-6,183
| Closed | -$347K | – | 415 |
|
|
2025
Q2 | $347K | Sell |
6,183
-1,000
| -14% | -$52.2K | 0.01% | 326 |
|
|
2025
Q1 | $374K | Sell |
7,183
-1,000
| -12% | -$52.5K | 0.01% | 315 |
|
|
2024
Q4 | $451K | Hold |
8,183
| – | – | 0.01% | 289 |
|
|
2024
Q3 | $556K | Sell |
8,183
-1,000
| -11% | -$63.5K | 0.01% | 263 |
|
|
2024
Q2 | $551K | Sell |
9,183
-2,000
| -18% | -$134K | 0.01% | 267 |
|
|
2024
Q1 | $753K | Hold |
11,183
| – | – | 0.01% | 242 |
|
|
2023
Q4 | $643K | Sell |
11,183
-1,367
| -11% | -$70.5K | 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% | -$29.2K | 0.01% | 240 |
|
|
2022
Q4 | $669K | Buy |
+13,075
| New | +$677K | 0.01% | 246 |
|
|
2018
Q1 | – | Sell |
-800
| Closed | -$30K | – | 390 |
|
|
2017
Q4 | $30K | Hold |
800
| – | – | ﹤0.01% | 649 |
|
|
2017
Q3 | $33K | Hold |
800
| – | – | ﹤0.01% | 624 |
|
|
2017
Q2 | $34K | Sell |
800
-54
| -6% | -$2.13K | ﹤0.01% | 629 |
|
|
2017
Q1 | $32K | Hold |
854
| – | – | ﹤0.01% | 675 |
|
|
2016
Q4 | $32K | Hold |
854
| – | – | ﹤0.01% | 683 |
|
|
2016
Q3 | $35K | Hold |
854
| – | – | ﹤0.01% | 674 |
|
|
2016
Q2 | $31K | Buy |
854
+54
| +7% | +$1.96K | ﹤0.01% | 679 |
|
|
2016
Q1 | $29K | Hold |
800
| – | – | ﹤0.01% | 663 |
|
|
2015
Q4 | $29K | Hold |
800
| – | – | ﹤0.01% | 693 |
|
|
2015
Q3 | $24K | Hold |
800
| – | – | ﹤0.01% | 705 |
|
|
2015
Q2 | $28K | Sell |
800
-142
| -15% | -$5.13K | ﹤0.01% | 728 |
|
|
2015
Q1 | $33K | Buy |
942
+142
| +18% | +$4.92K | ﹤0.01% | 684 |
|
|
2014
Q4 | $28K | Sell |
800
-70
| -8% | -$2.31K | ﹤0.01% | 622 |
|
|
2014
Q3 | $28K | Hold |
870
| – | – | ﹤0.01% | 683 |
|
|
2014
Q2 | $28K | Buy |
+870
| New | +$25.5K | ﹤0.01% | 688 |
|
|
2013
Q4 | – | Sell |
-232
| Closed | -$5K | – | 852 |
|
|
2013
Q3 | $5K | Buy |
+232
| New | +$5.21K | ﹤0.01% | 836 |
|
Other funds holding BALL
