JWM
Jackson Wealth Management’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Sell |
38,955
-340
| -0.9% | -$91.8K | 1.14% | 19 |
|
|
2025
Q1 | $7.85M | Sell |
39,295
-508
| -1% | -$101K | 0.95% | 27 |
|
|
2024
Q4 | $11M | Buy |
39,803
+211
| +0.5% | +$58.5K | 1.25% | 18 |
|
|
2024
Q3 | $10M | Buy |
39,592
+15,744
| +66% | +$3.99M | 1.2% | 16 |
|
|
2024
Q2 | $4.97M | Sell |
23,848
-15,209
| -39% | -$3.17M | 1.07% | 20 |
|
|
2024
Q1 | $7.52M | Buy |
39,057
+2,424
| +7% | +$467K | 0.94% | 23 |
|
|
2023
Q4 | $6.27M | Buy |
36,633
+1,011
| +3% | +$173K | 0.82% | 27 |
|
|
2023
Q3 | $4.91M | Buy |
35,622
+1,716
| +5% | +$237K | 0.7% | 32 |
|
|
2023
Q2 | $4.19M | Buy |
+33,906
| New | +$4.19M | 0.62% | 37 |
|