Shell Asset Management’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Sell |
1,069
-213
| -17% | -$57.6K | 0.01% | 653 |
|
|
2025
Q1 | $256K | Sell |
1,282
-55
| -4% | -$11K | 0.01% | 688 |
|
|
2024
Q4 | $371K | Sell |
1,337
-2
| -0.1% | -$555 | 0.02% | 591 |
|
|
2024
Q3 | $339K | Buy |
+1,339
| New | +$339K | 0.01% | 635 |
|
|
2024
Q1 | $449K | Sell |
2,156
-1,042
| -33% | -$217K | 0.02% | 509 |
|
|
2023
Q4 | $547K | Sell |
3,198
-930
| -23% | -$159K | 0.03% | 485 |
|
|
2023
Q3 | $569K | Sell |
4,128
-71
| -2% | -$9.79K | 0.02% | 507 |
|
|
2023
Q2 | $519K | Sell |
4,199
-24
| -0.6% | -$2.97K | 0.02% | 561 |
|
|
2023
Q1 | $487K | Sell |
4,223
-15
| -0.4% | -$1.73K | 0.02% | 573 |
|
|
2022
Q4 | $462K | Sell |
4,238
-900
| -18% | -$98.1K | 0.02% | 568 |
|
|
2022
Q3 | $423K | Sell |
5,138
-1,348
| -21% | -$111K | 0.02% | 655 |
|
|
2022
Q2 | $607K | Buy |
6,486
+549
| +9% | +$51.4K | 0.02% | 608 |
|
|
2022
Q1 | $661K | Sell |
5,937
-878
| -13% | -$97.8K | 0.02% | 669 |
|
|
2021
Q4 | $926K | Buy |
6,815
+36
| +0.5% | +$4.89K | 0.02% | 586 |
|
|
2021
Q3 | $906K | Sell |
6,779
-290
| -4% | -$38.8K | 0.02% | 557 |
|
|
2021
Q2 | $995K | Buy |
7,069
+380
| +6% | +$53.5K | 0.02% | 573 |
|
|
2021
Q1 | $881K | Sell |
6,689
-40
| -0.6% | -$5.27K | 0.02% | 586 |
|
|
2020
Q4 | $738K | Buy |
6,729
+2,105
| +46% | +$231K | 0.02% | 607 |
|
|
2020
Q3 | $303K | Hold |
4,624
| – | – | 0.01% | 900 |
|
|
2020
Q2 | $272K | Sell |
4,624
-835
| -15% | -$49.1K | 0.01% | 931 |
|
|
2020
Q1 | $251K | Sell |
5,459
-83
| -1% | -$3.82K | 0.01% | 933 |
|
|
2019
Q4 | $414K | Sell |
5,542
-139
| -2% | -$10.4K | 0.01% | 954 |
|
|
2019
Q3 | $455K | Sell |
5,681
-49
| -0.9% | -$3.92K | 0.01% | 950 |
|
|
2019
Q2 | $508K | Sell |
5,730
-131
| -2% | -$11.6K | 0.01% | 911 |
|
|
2019
Q1 | $533K | Hold |
5,861
| – | – | 0.01% | 885 |
|
|
2018
Q4 | $419K | Sell |
5,861
-500
| -8% | -$35.7K | 0.01% | 898 |
|
|
2018
Q3 | $640K | Buy |
+6,361
| New | +$640K | 0.01% | 883 |
|