Advisornet Financial’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $896 | Hold |
3
| – | – | ﹤0.01% | 2030 |
|
|
2025
Q4 | $1.02K | Hold |
3
| – | – | ﹤0.01% | 1992 |
|
|
2025
Q3 | $1.01K | Hold |
3
| – | – | ﹤0.01% | 1964 |
|
|
2025
Q2 | $810 | Buy |
+3
| New | +$660 | ﹤0.01% | 1978 |
|
|
2024
Q4 | – | Sell |
-9
| Closed | -$2.28K | – | 2046 |
|
|
2024
Q3 | $2.28K | Buy |
9
+2
| +29% | +$476 | ﹤0.01% | 1727 |
|
|
2024
Q2 | $1.46K | Hold |
7
| – | – | ﹤0.01% | 1702 |
|
|
2024
Q1 | $1.35K | Buy |
7
+5
| +250% | +$905 | ﹤0.01% | 1682 |
|
|
2023
Q4 | $342 | Buy |
+2
| New | +$290 | ﹤0.01% | 2198 |
|
|
2023
Q2 | – | Sell |
-11
| Closed | -$1.27K | – | 2391 |
|
|
2023
Q1 | $1.27K | Buy |
11
+2
| +22% | +$249 | ﹤0.01% | 1822 |
|
|
2022
Q4 | $982 | Buy |
+9
| New | +$939 | ﹤0.01% | 1842 |
|
|
2022
Q3 | – | Sell |
-7
| Closed | -$1K | – | 1898 |
|
|
2022
Q2 | $1K | Buy |
+7
| New | +$746 | ﹤0.01% | 1788 |
|
|
2020
Q2 | – | Sell |
-108
| Closed | -$5K | – | 1811 |
|
|
2020
Q1 | $5K | Hold |
108
| – | – | ﹤0.01% | 1426 |
|
|
2019
Q4 | $8K | Hold |
108
| – | – | ﹤0.01% | 1429 |
|
|
2019
Q3 | $9K | Buy |
+108
| New | +$8.95K | ﹤0.01% | 1401 |
|
|
2018
Q4 | – | Sell |
-41
| Closed | -$4K | – | 1495 |
|
|
2018
Q3 | $4K | Hold |
41
| – | – | ﹤0.01% | 1304 |
|
|
2018
Q2 | $4K | Hold |
41
| – | – | ﹤0.01% | 1312 |
|
|
2018
Q1 | $4K | Hold |
41
| – | – | ﹤0.01% | 1243 |
|
|
2017
Q4 | $4K | Buy |
+41
| New | +$3.42K | ﹤0.01% | 1126 |
|
Other funds holding EVR
VPM
VCM
