Northwestern Mutual Wealth Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Sell |
9,179
-159,465
| -95% | -$43.1M | ﹤0.01% | 886 |
|
|
2025
Q1 | $33.7M | Buy |
168,644
+163,160
| +2,975% | +$32.6M | 0.03% | 285 |
|
|
2024
Q4 | $1.52M | Sell |
5,484
-289
| -5% | -$80.1K | ﹤0.01% | 932 |
|
|
2024
Q3 | $1.46M | Sell |
5,773
-179
| -3% | -$45.3K | ﹤0.01% | 939 |
|
|
2024
Q2 | $1.24M | Sell |
5,952
-10
| -0.2% | -$2.08K | ﹤0.01% | 956 |
|
|
2024
Q1 | $1.15M | Sell |
5,962
-636
| -10% | -$122K | ﹤0.01% | 966 |
|
|
2023
Q4 | $1.13M | Sell |
6,598
-2,899
| -31% | -$496K | ﹤0.01% | 934 |
|
|
2023
Q3 | $1.31M | Sell |
9,497
-117
| -1% | -$16.1K | ﹤0.01% | 851 |
|
|
2023
Q2 | $1.19M | Sell |
9,614
-96
| -1% | -$11.9K | ﹤0.01% | 882 |
|
|
2023
Q1 | $1.12M | Sell |
9,710
-236
| -2% | -$27.2K | ﹤0.01% | 864 |
|
|
2022
Q4 | $1.08M | Sell |
9,946
-1,799
| -15% | -$196K | ﹤0.01% | 848 |
|
|
2022
Q3 | $966K | Sell |
11,745
-691
| -6% | -$56.8K | ﹤0.01% | 832 |
|
|
2022
Q2 | $1.16M | Sell |
12,436
-169
| -1% | -$15.8K | ﹤0.01% | 783 |
|
|
2022
Q1 | $1.4M | Buy |
12,605
+1,818
| +17% | +$202K | ﹤0.01% | 738 |
|
|
2021
Q4 | $1.47M | Buy |
10,787
+491
| +5% | +$66.7K | ﹤0.01% | 696 |
|
|
2021
Q3 | $1.38M | Buy |
10,296
+392
| +4% | +$52.4K | ﹤0.01% | 665 |
|
|
2021
Q2 | $1.39M | Buy |
9,904
+620
| +7% | +$87.3K | ﹤0.01% | 649 |
|
|
2021
Q1 | $1.22M | Buy |
9,284
+1,996
| +27% | +$263K | ﹤0.01% | 634 |
|
|
2020
Q4 | $799K | Buy |
7,288
+4,134
| +131% | +$453K | ﹤0.01% | 701 |
|
|
2020
Q3 | $206K | Sell |
3,154
-64
| -2% | -$4.18K | ﹤0.01% | 1017 |
|
|
2020
Q2 | $190K | Buy |
3,218
+2,150
| +201% | +$127K | ﹤0.01% | 988 |
|
|
2020
Q1 | $50K | Buy |
1,068
+265
| +33% | +$12.4K | ﹤0.01% | 1380 |
|
|
2019
Q4 | $60K | Buy |
803
+104
| +15% | +$7.77K | ﹤0.01% | 1396 |
|
|
2019
Q3 | $56K | Buy |
699
+132
| +23% | +$10.6K | ﹤0.01% | 1383 |
|
|
2019
Q2 | $50K | Buy |
567
+80
| +16% | +$7.06K | ﹤0.01% | 1379 |
|
|
2019
Q1 | $44K | Buy |
487
+260
| +115% | +$23.5K | ﹤0.01% | 1404 |
|
|
2018
Q4 | $16K | Buy |
227
+12
| +6% | +$846 | ﹤0.01% | 1673 |
|
|
2018
Q3 | $22K | Buy |
215
+7
| +3% | +$716 | ﹤0.01% | 1616 |
|
|
2018
Q2 | $22K | Buy |
208
+71
| +52% | +$7.51K | ﹤0.01% | 1562 |
|
|
2018
Q1 | $12K | Sell |
137
-187
| -58% | -$16.4K | ﹤0.01% | 1696 |
|
|
2017
Q4 | $29K | Sell |
324
-55
| -15% | -$4.92K | ﹤0.01% | 1365 |
|
|
2017
Q3 | $30K | Buy |
379
+83
| +28% | +$6.57K | ﹤0.01% | 1314 |
|
|
2017
Q2 | $21K | Buy |
296
+121
| +69% | +$8.58K | ﹤0.01% | 1371 |
|
|
2017
Q1 | $13K | Sell |
175
-151
| -46% | -$11.2K | ﹤0.01% | 1461 |
|
|
2016
Q4 | $23K | Buy |
+326
| New | +$23K | ﹤0.01% | 1303 |
|
|
2016
Q3 | – | Sell |
-177
| Closed | -$7K | – | 592 |
|
|
2016
Q2 | $7K | Buy |
177
+117
| +195% | +$4.63K | ﹤0.01% | 1480 |
|
|
2016
Q1 | $3K | Buy |
60
+50
| +500% | +$2.5K | ﹤0.01% | 1797 |
|
|
2015
Q4 | $1K | Sell |
10
-18
| -64% | -$1.8K | ﹤0.01% | 1495 |
|
|
2015
Q3 | $1K | Buy |
28
+7
| +33% | +$250 | ﹤0.01% | 1552 |
|
|
2015
Q2 | $2K | Buy |
21
+10
| +91% | +$952 | ﹤0.01% | 1258 |
|
|
2015
Q1 | $1K | Sell |
11
-18
| -62% | -$1.64K | ﹤0.01% | 1448 |
|
|
2014
Q4 | $2K | Hold |
29
| – | – | ﹤0.01% | 1501 |
|
|
2014
Q3 | $2K | Buy |
29
+18
| +164% | +$1.24K | ﹤0.01% | 1187 |
|
|
2014
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 1192 |
|
|
2014
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1199 |
|
|
2013
Q4 | – | Sell |
-50
| Closed | -$2K | – | 1417 |
|
|
2013
Q3 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 1177 |
|