Ken Fisher’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.3M | Sell |
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|
2025
Q1 | $70.9M | Buy |
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|
2024
Q4 | $88.5M | Sell |
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|
2024
Q3 | $81.1M | Buy |
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|
2024
Q2 | $62.9M | Sell |
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|
2024
Q1 | $59.3M | Buy |
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|
2023
Q4 | $52.3M | Sell |
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|
2023
Q3 | $49.8M | Sell |
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|
2023
Q2 | $47.3M | Buy |
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|
2023
Q1 | $41.1M | Sell |
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|
2022
Q4 | $40.5M | Buy |
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|
2022
Q3 | $4.79M | Sell |
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|
2022
Q2 | $5.85M | Buy |
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|
2022
Q1 | $6.93M | Buy |
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|
2021
Q4 | $8.15M | Buy |
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|
2021
Q3 | $6.06M | Sell |
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|
2021
Q2 | $6.75M | Buy |
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|
2021
Q1 | $5.99M | Buy |
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|
2020
Q4 | $4.4M | Buy |
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|
2020
Q3 | $828K | Sell |
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|
2020
Q2 | $746K | Buy |
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|
2020
Q1 | $582K | Sell |
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|
2019
Q4 | $947K | Sell |
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|
2019
Q3 | $10.4M | Buy |
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|
2019
Q2 | $4.91M | Buy |
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|
2019
Q1 | $4.4M | Sell |
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|
2018
Q4 | $3.79M | Sell |
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|
2018
Q3 | $5.39M | Buy |
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|
2018
Q2 | $5.53M | Sell |
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|
2018
Q1 | $4.86M | Sell |
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|
2017
Q4 | $5.48M | Sell |
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|
2017
Q3 | $5.28M | Buy |
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|
2017
Q2 | $4.57M | Sell |
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|
2017
Q1 | $5.51M | Buy |
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