Zurich Cantonal Bank’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Sell |
10,014
-54
| -0.5% | -$14.6K | 0.01% | 750 |
|
|
2025
Q1 | $2.01M | Buy |
10,068
+483
| +5% | +$96.5K | 0.01% | 819 |
|
|
2024
Q4 | $2.66M | Buy |
9,585
+1,724
| +22% | +$478K | 0.01% | 748 |
|
|
2024
Q3 | $1.99M | Buy |
7,861
+414
| +6% | +$105K | 0.01% | 796 |
|
|
2024
Q2 | $1.55M | Buy |
7,447
+195
| +3% | +$40.6K | 0.01% | 839 |
|
|
2024
Q1 | $1.4M | Sell |
7,252
-449
| -6% | -$86.5K | ﹤0.01% | 894 |
|
|
2023
Q4 | $1.32M | Buy |
7,701
+518
| +7% | +$88.6K | 0.01% | 917 |
|
|
2023
Q3 | $990K | Buy |
7,183
+1,011
| +16% | +$139K | ﹤0.01% | 970 |
|
|
2023
Q2 | $763K | Buy |
6,172
+353
| +6% | +$43.6K | ﹤0.01% | 1086 |
|
|
2023
Q1 | $671K | Hold |
5,819
| – | – | ﹤0.01% | 1119 |
|
|
2022
Q4 | $635K | Sell |
5,819
-454
| -7% | -$49.5K | ﹤0.01% | 1116 |
|
|
2022
Q3 | $516K | Buy |
6,273
+618
| +11% | +$50.8K | ﹤0.01% | 1170 |
|
|
2022
Q2 | $529K | Buy |
5,655
+425
| +8% | +$39.8K | ﹤0.01% | 1194 |
|
|
2022
Q1 | $582K | Buy |
5,230
+95
| +2% | +$10.6K | ﹤0.01% | 1256 |
|
|
2021
Q4 | $698K | Buy |
5,135
+868
| +20% | +$118K | ﹤0.01% | 1212 |
|
|
2021
Q3 | $570K | Hold |
4,267
| – | – | ﹤0.01% | 1221 |
|
|
2021
Q2 | $601K | Hold |
4,267
| – | – | ﹤0.01% | 1128 |
|
|
2021
Q1 | $562K | Sell |
4,267
-687
| -14% | -$90.5K | ﹤0.01% | 1149 |
|
|
2020
Q4 | $543K | Hold |
4,954
| – | – | ﹤0.01% | 1237 |
|
|
2020
Q3 | $324K | Buy |
4,954
+822
| +20% | +$53.8K | ﹤0.01% | 1302 |
|
|
2020
Q2 | $243K | Buy |
4,132
+523
| +14% | +$30.8K | ﹤0.01% | 1398 |
|
|
2020
Q1 | $166K | Buy |
3,609
+1,040
| +40% | +$47.8K | ﹤0.01% | 1311 |
|
|
2019
Q4 | $192K | Hold |
2,569
| – | – | ﹤0.01% | 1371 |
|
|
2019
Q3 | $206K | Buy |
2,569
+241
| +10% | +$19.3K | ﹤0.01% | 1227 |
|
|
2019
Q2 | $206K | Hold |
2,328
| – | – | ﹤0.01% | 1216 |
|
|
2019
Q1 | $212K | Sell |
2,328
-471
| -17% | -$42.9K | ﹤0.01% | 1173 |
|
|
2018
Q4 | $200K | Hold |
2,799
| – | – | ﹤0.01% | 1204 |
|
|
2018
Q3 | $281K | Hold |
2,799
| – | – | ﹤0.01% | 1122 |
|
|
2018
Q2 | $295K | Buy |
2,799
+319
| +13% | +$33.6K | ﹤0.01% | 1058 |
|
|
2018
Q1 | $216K | Hold |
2,480
| – | – | ﹤0.01% | 1153 |
|
|
2017
Q4 | $223K | Buy |
2,480
+684
| +38% | +$61.5K | ﹤0.01% | 1124 |
|
|
2017
Q3 | $144K | Hold |
1,796
| – | – | ﹤0.01% | 1172 |
|
|
2017
Q2 | $127K | Buy |
1,796
+132
| +8% | +$9.33K | ﹤0.01% | 1215 |
|
|
2017
Q1 | $130K | Buy |
1,664
+611
| +58% | +$47.7K | ﹤0.01% | 1182 |
|
|
2016
Q4 | $72K | Hold |
1,053
| – | – | ﹤0.01% | 1500 |
|
|
2016
Q3 | $54K | Buy |
1,053
+169
| +19% | +$8.67K | ﹤0.01% | 1585 |
|
|
2016
Q2 | $39K | Hold |
884
| – | – | ﹤0.01% | 1626 |
|
|
2016
Q1 | $46K | Hold |
884
| – | – | ﹤0.01% | 1471 |
|
|
2015
Q4 | $48K | Buy |
884
+516
| +140% | +$28K | ﹤0.01% | 1466 |
|
|
2015
Q3 | $18K | Buy |
368
+232
| +171% | +$11.3K | ﹤0.01% | 1535 |
|
|
2015
Q2 | $7K | Hold |
136
| – | – | ﹤0.01% | 1614 |
|
|
2015
Q1 | $7K | Buy |
+136
| New | +$7K | ﹤0.01% | 1600 |
|