Wells Fargo’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.1M | Sell |
56,010
-2,271
| -4% | -$613K | ﹤0.01% | 1462 |
|
|
2025
Q1 | $11.6M | Sell |
58,281
-19,469
| -25% | -$3.89M | ﹤0.01% | 1565 |
|
|
2024
Q4 | $21.6M | Buy |
77,750
+18,196
| +31% | +$5.04M | ﹤0.01% | 1162 |
|
|
2024
Q3 | $15.1M | Buy |
59,554
+5,888
| +11% | +$1.49M | ﹤0.01% | 1380 |
|
|
2024
Q2 | $11.2M | Sell |
53,666
-13,296
| -20% | -$2.77M | ﹤0.01% | 1504 |
|
|
2024
Q1 | $12.9M | Sell |
66,962
-110
| -0.2% | -$21.2K | ﹤0.01% | 1410 |
|
|
2023
Q4 | $11.5M | Sell |
67,072
-12,207
| -15% | -$2.09M | ﹤0.01% | 1449 |
|
|
2023
Q3 | $10.9M | Sell |
79,279
-1,700
| -2% | -$234K | ﹤0.01% | 1405 |
|
|
2023
Q2 | $10M | Sell |
80,979
-58,008
| -42% | -$7.17M | ﹤0.01% | 1529 |
|
|
2023
Q1 | $16M | Sell |
138,987
-10,655
| -7% | -$1.23M | ﹤0.01% | 1206 |
|
|
2022
Q4 | $16.3M | Sell |
149,642
-24
| -0% | -$2.62K | ﹤0.01% | 1171 |
|
|
2022
Q3 | $12.3M | Sell |
149,666
-20,918
| -12% | -$1.72M | ﹤0.01% | 1308 |
|
|
2022
Q2 | $16M | Sell |
170,584
-103,830
| -38% | -$9.72M | ﹤0.01% | 1218 |
|
|
2022
Q1 | $30.5M | Buy |
274,414
+16,153
| +6% | +$1.8M | 0.01% | 1007 |
|
|
2021
Q4 | $35.1M | Sell |
258,261
-308,556
| -54% | -$41.9M | 0.01% | 937 |
|
|
2021
Q3 | $75.8M | Sell |
566,817
-62,138
| -10% | -$8.31M | 0.02% | 794 |
|
|
2021
Q2 | $88.5M | Buy |
628,955
+64,122
| +11% | +$9.03M | 0.02% | 732 |
|
|
2021
Q1 | $74.4M | Buy |
564,833
+120,445
| +27% | +$15.9M | 0.02% | 819 |
|
|
2020
Q4 | $48.7M | Sell |
444,388
-126,569
| -22% | -$13.9M | 0.01% | 993 |
|
|
2020
Q3 | $37.4M | Sell |
570,957
-145,741
| -20% | -$9.54M | 0.01% | 1012 |
|
|
2020
Q2 | $42.2M | Buy |
716,698
+67,065
| +10% | +$3.95M | 0.01% | 922 |
|
|
2020
Q1 | $29.9M | Buy |
649,633
+238,529
| +58% | +$11M | 0.01% | 1013 |
|
|
2019
Q4 | $30.7M | Sell |
411,104
-349,208
| -46% | -$26.1M | 0.01% | 1195 |
|
|
2019
Q3 | $60.9M | Sell |
760,312
-117,660
| -13% | -$9.42M | 0.02% | 796 |
|
|
2019
Q2 | $77.8M | Sell |
877,972
-85,520
| -9% | -$7.57M | 0.02% | 700 |
|
|
2019
Q1 | $87.7M | Sell |
963,492
-12,966
| -1% | -$1.18M | 0.03% | 609 |
|
|
2018
Q4 | $69.9M | Sell |
976,458
-104,043
| -10% | -$7.45M | 0.02% | 656 |
|
|
2018
Q3 | $109M | Buy |
1,080,501
+273,818
| +34% | +$27.5M | 0.03% | 553 |
|
|
2018
Q2 | $85.1M | Buy |
806,683
+324,761
| +67% | +$34.2M | 0.03% | 641 |
|
|
2018
Q1 | $42M | Buy |
481,922
+26,132
| +6% | +$2.28M | 0.01% | 991 |
|
|
2017
Q4 | $41M | Buy |
455,790
+87,591
| +24% | +$7.88M | 0.01% | 1008 |
|
|
2017
Q3 | $29.5M | Buy |
368,199
+5,181
| +1% | +$416K | 0.01% | 1185 |
|
|
2017
Q2 | $25.6M | Sell |
363,018
-446,848
| -55% | -$31.5M | 0.01% | 1227 |
|
|
2017
Q1 | $63.1M | Sell |
809,866
-224,896
| -22% | -$17.5M | 0.02% | 744 |
|
|
2016
Q4 | $71.1M | Sell |
1,034,762
-410,459
| -28% | -$28.2M | 0.03% | 662 |
|
|
2016
Q3 | $74.4M | Sell |
1,445,221
-719,706
| -33% | -$37.1M | 0.03% | 616 |
|
|
2016
Q2 | $95.7M | Sell |
2,164,927
-150,374
| -6% | -$6.65M | 0.04% | 488 |
|
|
2016
Q1 | $120M | Sell |
2,315,301
-250,083
| -10% | -$12.9M | 0.05% | 406 |
|
|
2015
Q4 | $139M | Buy |
2,565,384
+165,051
| +7% | +$8.92M | 0.05% | 374 |
|
|
2015
Q3 | $121M | Buy |
2,400,333
+1,060,166
| +79% | +$53.3M | 0.05% | 397 |
|
|
2015
Q2 | $72.3M | Buy |
1,340,167
+352,544
| +36% | +$19M | 0.03% | 636 |
|
|
2015
Q1 | $51M | Buy |
987,623
+191,273
| +24% | +$9.88M | 0.02% | 788 |
|
|
2014
Q4 | $41.7M | Sell |
796,350
-24,260
| -3% | -$1.27M | 0.02% | 849 |
|
|
2014
Q3 | $38.6M | Buy |
820,610
+228,584
| +39% | +$10.7M | 0.02% | 867 |
|
|
2014
Q2 | $34.1M | Buy |
592,026
+281,945
| +91% | +$16.3M | 0.01% | 964 |
|
|
2014
Q1 | $17.1M | Sell |
310,081
-46,336
| -13% | -$2.56M | 0.01% | 1368 |
|
|
2013
Q4 | $21.3M | Sell |
356,417
-45,677
| -11% | -$2.73M | 0.01% | 1204 |
|
|
2013
Q3 | $19.8M | Buy |
402,094
+8,263
| +2% | +$407K | 0.01% | 1206 |
|
|
2013
Q2 | $15.5M | Buy |
+393,831
| New | +$15.5M | 0.01% | 1298 |
|