Zurich Cantonal Bank’s Evertec EVTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $531K | Sell |
18,809
-4,543
| -19% | -$129K | ﹤0.01% | 1803 |
|
|
2025
Q4 | $679K | Hold |
23,352
| – | – | ﹤0.01% | 1581 |
|
|
2025
Q3 | $789K | Buy |
23,352
+1,694
| +8% | +$59.1K | ﹤0.01% | 1446 |
|
|
2025
Q2 | $781K | Hold |
21,658
| – | – | ﹤0.01% | 1379 |
|
|
2025
Q1 | $796K | Buy |
21,658
+2,364
| +12% | +$81.7K | ﹤0.01% | 1305 |
|
|
2024
Q4 | $666K | Buy |
19,294
+2,826
| +17% | +$97K | ﹤0.01% | 1463 |
|
|
2024
Q3 | $558K | Hold |
16,468
| – | – | ﹤0.01% | 1490 |
|
|
2024
Q2 | $548K | Buy |
16,468
+2,924
| +22% | +$106K | ﹤0.01% | 1429 |
|
|
2024
Q1 | $540K | Sell |
13,544
-1,991
| -13% | -$78.5K | ﹤0.01% | 1420 |
|
|
2023
Q4 | $636K | Buy |
15,535
+2,316
| +18% | +$85.1K | ﹤0.01% | 1355 |
|
|
2023
Q3 | $491K | Buy |
13,219
+2,210
| +20% | +$86.1K | ﹤0.01% | 1420 |
|
|
2023
Q2 | $405K | Buy |
11,009
+1,733
| +19% | +$60.1K | ﹤0.01% | 1482 |
|
|
2023
Q1 | $313K | Hold |
9,276
| – | – | ﹤0.01% | 1597 |
|
|
2022
Q4 | $300K | Buy |
9,276
+538
| +6% | +$17.7K | ﹤0.01% | 1571 |
|
|
2022
Q3 | $274K | Buy |
8,738
+1,378
| +19% | +$48.4K | ﹤0.01% | 1559 |
|
|
2022
Q2 | $271K | Sell |
7,360
-1,415
| -16% | -$54.1K | ﹤0.01% | 1612 |
|
|
2022
Q1 | $359K | Sell |
8,775
-1,905
| -18% | -$81.6K | ﹤0.01% | 1551 |
|
|
2021
Q4 | $534K | Buy |
10,680
+3,640
| +52% | +$168K | ﹤0.01% | 1395 |
|
|
2021
Q3 | $322K | Buy |
7,040
+38
| +0.5% | +$1.71K | ﹤0.01% | 1586 |
|
|
2021
Q2 | $306K | Hold |
7,002
| – | – | ﹤0.01% | 1530 |
|
|
2021
Q1 | $261K | Sell |
7,002
-948
| -12% | -$35.7K | ﹤0.01% | 1630 |
|
|
2020
Q4 | $313K | Buy |
7,950
+1,079
| +16% | +$40.1K | ﹤0.01% | 1565 |
|
|
2020
Q3 | $238K | Hold |
6,871
| – | – | ﹤0.01% | 1480 |
|
|
2020
Q2 | $193K | Buy |
6,871
+1,974
| +40% | +$52.3K | ﹤0.01% | 1550 |
|
|
2020
Q1 | $111K | Buy |
4,897
+1,372
| +39% | +$42K | ﹤0.01% | 1555 |
|
|
2019
Q4 | $120K | Hold |
3,525
| – | – | ﹤0.01% | 1616 |
|
|
2019
Q3 | $110K | Hold |
3,525
| – | – | ﹤0.01% | 1567 |
|
|
2019
Q2 | $115K | Hold |
3,525
| – | – | ﹤0.01% | 1535 |
|
|
2019
Q1 | $98K | Sell |
3,525
-644
| -15% | -$18.2K | ﹤0.01% | 1593 |
|
|
2018
Q4 | $120K | Buy |
4,169
+665
| +19% | +$17.4K | ﹤0.01% | 1498 |
|
|
2018
Q3 | $84K | Hold |
3,504
| – | – | ﹤0.01% | 1816 |
|
|
2018
Q2 | $77K | Hold |
3,504
| – | – | ﹤0.01% | 1823 |
|
|
2018
Q1 | $57K | Hold |
3,504
| – | – | ﹤0.01% | 1969 |
|
|
2017
Q4 | $48K | Buy |
3,504
+1,580
| +82% | +$22.4K | ﹤0.01% | 2095 |
|
|
2017
Q3 | $30K | Hold |
1,924
| – | – | ﹤0.01% | 2106 |
|
|
2017
Q2 | $33K | Hold |
1,924
| – | – | ﹤0.01% | 2014 |
|
|
2017
Q1 | $31K | Hold |
1,924
| – | – | ﹤0.01% | 2087 |
|
|
2016
Q4 | $34K | Hold |
1,924
| – | – | ﹤0.01% | 1969 |
|
|
2016
Q3 | $32K | Buy |
1,924
+345
| +22% | +$5.77K | ﹤0.01% | 1944 |
|
|
2016
Q2 | $25K | Hold |
1,579
| – | – | ﹤0.01% | 1932 |
|
|
2016
Q1 | $22K | Hold |
1,579
| – | – | ﹤0.01% | 1968 |
|
|
2015
Q4 | $26K | Buy |
1,579
+865
| +121% | +$15.3K | ﹤0.01% | 1857 |
|
|
2015
Q3 | $13K | Buy |
714
+399
| +127% | +$7.55K | ﹤0.01% | 1727 |
|
|
2015
Q2 | $7K | Hold |
315
| – | – | ﹤0.01% | 1615 |
|
|
2015
Q1 | $7K | Buy |
+315
| New | +$6.66K | ﹤0.01% | 1601 |
|
Other funds holding EVTC
VPM
VCM
