AE Wealth Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Sell |
2,133
-61,735
| -97% | -$16.7M | ﹤0.01% | 879 |
|
|
2025
Q1 | $12.8M | Buy |
63,868
+10,387
| +19% | +$2.07M | 0.11% | 206 |
|
|
2024
Q4 | $14.8M | Buy |
53,481
+7,035
| +15% | +$1.95M | 0.13% | 181 |
|
|
2024
Q3 | $11.8M | Buy |
46,446
+6,453
| +16% | +$1.63M | 0.11% | 211 |
|
|
2024
Q2 | $8.34M | Sell |
39,993
-3,289
| -8% | -$686K | 0.08% | 248 |
|
|
2024
Q1 | $8.34M | Buy |
43,282
+5,622
| +15% | +$1.08M | 0.09% | 234 |
|
|
2023
Q4 | $6.55M | Buy |
37,660
+15,259
| +68% | +$2.65M | 0.03% | 514 |
|
|
2023
Q3 | $3.09M | Buy |
22,401
+8,636
| +63% | +$1.19M | 0.02% | 701 |
|
|
2023
Q2 | $1.7M | Buy |
13,765
+3,844
| +39% | +$475K | 0.01% | 889 |
|
|
2023
Q1 | $1.14M | Sell |
9,921
-4,271
| -30% | -$493K | 0.01% | 994 |
|
|
2022
Q4 | $1.55M | Sell |
14,192
-251
| -2% | -$27.4K | 0.01% | 835 |
|
|
2022
Q3 | $1.19M | Buy |
+14,443
| New | +$1.19M | 0.01% | 879 |
|
|
2022
Q2 | – | Sell |
-3,091
| Closed | -$344K | – | 1743 |
|
|
2022
Q1 | $344K | Buy |
3,091
+870
| +39% | +$96.8K | ﹤0.01% | 1364 |
|
|
2021
Q4 | $302K | Buy |
+2,221
| New | +$302K | ﹤0.01% | 1442 |
|