AE Wealth Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Sell |
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|
2025
Q1 | $12.8M | Buy |
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|
2024
Q4 | $14.8M | Buy |
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|
2024
Q3 | $11.8M | Buy |
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|
2024
Q2 | $8.34M | Sell |
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|
2024
Q1 | $8.34M | Buy |
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|
2023
Q4 | $6.55M | Buy |
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|
2023
Q3 | $3.09M | Buy |
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|
2023
Q2 | $1.7M | Buy |
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|
2023
Q1 | $1.14M | Sell |
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|
2022
Q4 | $1.55M | Sell |
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|
2022
Q3 | $1.19M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $344K | Buy |
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|
2021
Q4 | $302K | Buy |
|