Northwestern Mutual Wealth Management’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 | $2.48M | Sell |
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|
2025
Q1 | $33.7M | Buy |
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|
2024
Q4 | $1.52M | Sell |
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|
2024
Q3 | $1.46M | Sell |
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|
2024
Q2 | $1.24M | Sell |
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|
2024
Q1 | $1.15M | Sell |
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|
2023
Q4 | $1.13M | Sell |
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|
2023
Q3 | $1.31M | Sell |
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|
2023
Q2 | $1.19M | Sell |
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|
2023
Q1 | $1.12M | Sell |
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|
2022
Q4 | $1.08M | Sell |
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|
2022
Q3 | $966K | Sell |
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|
2022
Q2 | $1.16M | Sell |
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|
2022
Q1 | $1.4M | Buy |
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|
2021
Q4 | $1.47M | Buy |
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|
2021
Q3 | $1.38M | Buy |
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|
2021
Q2 | $1.39M | Buy |
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|
2021
Q1 | $1.22M | Buy |
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|
2020
Q4 | $799K | Buy |
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|
2020
Q3 | $206K | Sell |
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|
2020
Q2 | $190K | Buy |
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|
2020
Q1 | $50K | Buy |
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|
2019
Q4 | $60K | Buy |
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|
2019
Q3 | $56K | Buy |
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|
2019
Q2 | $50K | Buy |
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|
2019
Q1 | $44K | Buy |
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|
2018
Q4 | $16K | Buy |
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|
2018
Q3 | $22K | Buy |
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|
2018
Q2 | $22K | Buy |
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|
2018
Q1 | $12K | Sell |
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|
2017
Q4 | $29K | Sell |
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|
2017
Q3 | $30K | Buy |
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|
2017
Q2 | $21K | Buy |
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|
2017
Q1 | $13K | Sell |
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|
2016
Q4 | $23K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $7K | Buy |
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|
2016
Q1 | $3K | Buy |
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|
2015
Q4 | $1K | Sell |
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|
2015
Q3 | $1K | Buy |
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|
2015
Q2 | $2K | Buy |
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|
2015
Q1 | $1K | Sell |
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|
2014
Q4 | $2K | Hold |
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|
2014
Q3 | $2K | Buy |
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|
2014
Q2 | $1K | Hold |
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|
2014
Q1 | $1K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $2K | Buy |
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