Ken Fisher’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.3M | Sell |
319,773
-35,446
| -10% | -$9.57M | 0.03% | 168 |
|
|
2025
Q1 | $70.9M | Buy |
355,219
+35,952
| +11% | +$7.18M | 0.03% | 183 |
|
|
2024
Q4 | $88.5M | Sell |
319,267
-961
| -0.3% | -$266K | 0.04% | 175 |
|
|
2024
Q3 | $81.1M | Buy |
320,228
+18,375
| +6% | +$4.66M | 0.03% | 175 |
|
|
2024
Q2 | $62.9M | Sell |
301,853
-5,896
| -2% | -$1.23M | 0.03% | 197 |
|
|
2024
Q1 | $59.3M | Buy |
307,749
+2,185
| +0.7% | +$421K | 0.03% | 205 |
|
|
2023
Q4 | $52.3M | Sell |
305,564
-55,702
| -15% | -$9.53M | 0.03% | 214 |
|
|
2023
Q3 | $49.8M | Sell |
361,266
-21,203
| -6% | -$2.92M | 0.03% | 242 |
|
|
2023
Q2 | $47.3M | Buy |
382,469
+26,539
| +7% | +$3.28M | 0.03% | 254 |
|
|
2023
Q1 | $41.1M | Sell |
355,930
-15,805
| -4% | -$1.82M | 0.02% | 270 |
|
|
2022
Q4 | $40.5M | Buy |
371,735
+313,463
| +538% | +$34.2M | 0.03% | 266 |
|
|
2022
Q3 | $4.79M | Sell |
58,272
-4,184
| -7% | -$344K | ﹤0.01% | 472 |
|
|
2022
Q2 | $5.85M | Buy |
62,456
+159
| +0.3% | +$14.9K | ﹤0.01% | 410 |
|
|
2022
Q1 | $6.94M | Buy |
62,297
+2,273
| +4% | +$253K | ﹤0.01% | 411 |
|
|
2021
Q4 | $8.15M | Buy |
60,024
+14,689
| +32% | +$2M | ﹤0.01% | 408 |
|
|
2021
Q3 | $6.06M | Sell |
45,335
-2,651
| -6% | -$354K | ﹤0.01% | 412 |
|
|
2021
Q2 | $6.76M | Buy |
47,986
+2,484
| +5% | +$350K | ﹤0.01% | 399 |
|
|
2021
Q1 | $5.99M | Buy |
45,502
+5,352
| +13% | +$705K | ﹤0.01% | 408 |
|
|
2020
Q4 | $4.4M | Buy |
40,150
+27,502
| +217% | +$3.02M | ﹤0.01% | 433 |
|
|
2020
Q3 | $828K | Sell |
12,648
-14
| -0.1% | -$917 | ﹤0.01% | 584 |
|
|
2020
Q2 | $746K | Buy |
12,662
+30
| +0.2% | +$1.77K | ﹤0.01% | 604 |
|
|
2020
Q1 | $582K | Sell |
12,632
-36
| -0.3% | -$1.66K | ﹤0.01% | 602 |
|
|
2019
Q4 | $947K | Sell |
12,668
-117,749
| -90% | -$8.8M | ﹤0.01% | 588 |
|
|
2019
Q3 | $10.4M | Buy |
130,417
+74,943
| +135% | +$6M | 0.01% | 358 |
|
|
2019
Q2 | $4.91M | Buy |
55,474
+7,082
| +15% | +$627K | 0.01% | 435 |
|
|
2019
Q1 | $4.4M | Sell |
48,392
-4,537
| -9% | -$413K | 0.01% | 430 |
|
|
2018
Q4 | $3.79M | Sell |
52,929
-722
| -1% | -$51.7K | 0.01% | 445 |
|
|
2018
Q3 | $5.4M | Buy |
53,651
+1,169
| +2% | +$118K | 0.01% | 415 |
|
|
2018
Q2 | $5.53M | Sell |
52,482
-3,197
| -6% | -$337K | 0.01% | 417 |
|
|
2018
Q1 | $4.86M | Sell |
55,679
-5,179
| -9% | -$452K | 0.01% | 427 |
|
|
2017
Q4 | $5.48M | Sell |
60,858
-4,983
| -8% | -$448K | 0.01% | 413 |
|
|
2017
Q3 | $5.28M | Buy |
65,841
+993
| +2% | +$79.7K | 0.01% | 392 |
|
|
2017
Q2 | $4.57M | Sell |
64,848
-5,841
| -8% | -$412K | 0.01% | 394 |
|
|
2017
Q1 | $5.51M | Buy |
+70,689
| New | +$5.51M | 0.01% | 347 |
|