Addison Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.5K | Buy |
124
+68
| +121% | +$18.4K | 0.01% | 460 |
|
|
2025
Q1 | $11.2K | Buy |
56
+39
| +229% | +$7.79K | ﹤0.01% | 565 |
|
|
2024
Q4 | $4.71K | Buy |
17
+9
| +113% | +$2.5K | ﹤0.01% | 683 |
|
|
2024
Q3 | $2.03K | Hold |
8
| – | – | ﹤0.01% | 737 |
|
|
2024
Q2 | $1.67K | Buy |
+8
| New | +$1.67K | ﹤0.01% | 702 |
|