EWM
Evercore Wealth Management’s Bio-Techne TECH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Buy |
5,582
+1,021
| +22% | +$52.5K | ﹤0.01% | 342 |
|
|
2025
Q1 | $267K | Hold |
4,561
| – | – | ﹤0.01% | 351 |
|
|
2024
Q4 | $329K | Hold |
4,561
| – | – | ﹤0.01% | 328 |
|
|
2024
Q3 | $365K | Hold |
4,561
| – | – | 0.01% | 316 |
|
|
2024
Q2 | $327K | Sell |
4,561
-1,257
| -22% | -$90.1K | 0.01% | 332 |
|
|
2024
Q1 | $410K | Buy |
5,818
+2,651
| +84% | +$187K | 0.01% | 304 |
|
|
2023
Q4 | $244K | Sell |
3,167
-301
| -9% | -$23.2K | ﹤0.01% | 380 |
|
|
2023
Q3 | $236K | Buy |
3,468
+386
| +13% | +$26.3K | ﹤0.01% | 360 |
|
|
2023
Q2 | $252K | Buy |
3,082
+254
| +9% | +$20.7K | ﹤0.01% | 365 |
|
|
2023
Q1 | $210K | Sell |
2,828
-4
| -0.1% | -$297 | ﹤0.01% | 380 |
|
|
2022
Q4 | $235K | Buy |
+2,832
| New | +$235K | ﹤0.01% | 361 |
|
|
2022
Q3 | – | Sell |
-658
| Closed | -$228K | – | 394 |
|
|
2022
Q2 | $228K | Buy |
658
+83
| +14% | +$28.8K | ﹤0.01% | 359 |
|
|
2022
Q1 | $249K | Buy |
575
+49
| +9% | +$21.2K | ﹤0.01% | 384 |
|
|
2021
Q4 | $272K | Hold |
526
| – | – | ﹤0.01% | 377 |
|
|
2021
Q3 | $255K | Hold |
526
| – | – | ﹤0.01% | 388 |
|
|
2021
Q2 | $237K | Hold |
526
| – | – | ﹤0.01% | 400 |
|
|
2021
Q1 | $201K | Buy |
+526
| New | +$201K | ﹤0.01% | 422 |
|
|
2017
Q4 | – | Sell |
-60
| Closed | -$7K | – | 927 |
|
|
2017
Q3 | $7K | Sell |
60
-25
| -29% | -$2.92K | ﹤0.01% | 820 |
|
|
2017
Q2 | $10K | Buy |
+85
| New | +$10K | ﹤0.01% | 822 |
|