Aigen Investment 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 | – | Sell |
-4,949
| Closed | -$988K | – | 870 |
|
|
2025
Q1 | $988K | Buy |
4,949
+4,141
| +513% | +$827K | 0.16% | 196 |
|
|
2024
Q4 | $224K | Buy |
+808
| New | +$224K | 0.04% | 573 |
|
|
2022
Q4 | – | Sell |
-14,882
| Closed | -$1.22M | – | 608 |
|
|
2022
Q3 | $1.22M | Buy |
14,882
+4,822
| +48% | +$397K | 0.18% | 164 |
|
|
2022
Q2 | $942K | Buy |
+10,060
| New | +$942K | 0.16% | 193 |
|