United Services Automobile Association’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,351
| Closed | -$469K | – | 359 |
|
|
2025
Q1 | $469K | Buy |
+2,351
| New | +$469K | 0.01% | 585 |
|
|
2019
Q3 | – | Sell |
-6,350
| Closed | -$562K | – | 840 |
|
|
2019
Q2 | $562K | Hold |
6,350
| – | – | ﹤0.01% | 1572 |
|
|
2019
Q1 | $578K | Hold |
6,350
| – | – | ﹤0.01% | 1572 |
|
|
2018
Q4 | $454K | Hold |
6,350
| – | – | ﹤0.01% | 1603 |
|
|
2018
Q3 | $638K | Hold |
6,350
| – | – | ﹤0.01% | 1568 |
|
|
2018
Q2 | $670K | Hold |
6,350
| – | – | ﹤0.01% | 1556 |
|
|
2018
Q1 | $554K | Buy |
+6,350
| New | +$554K | ﹤0.01% | 1656 |
|
|
2016
Q1 | – | Sell |
-8,700
| Closed | -$470K | – | 1299 |
|
|
2015
Q4 | $470K | Sell |
8,700
-4,100
| -32% | -$221K | ﹤0.01% | 1213 |
|
|
2015
Q3 | $643K | Buy |
+12,800
| New | +$643K | ﹤0.01% | 1141 |
|