Algert Global’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
$2.96M Sell
2025
Q1
$4.03M Hold
2024
Q4
$5.59M Buy
2024
Q3
$3.32M Buy
2024
Q2
$771K Sell
2024
Q1
$5.03M Buy
2023
Q4
$1.87M Buy
2023
Q1
Sell
2022
Q4
$374K Hold
2022
Q3
$282K Buy
2022
Q2
Sell
2022
Q1
$258K Buy
2017
Q2
Sell
2017
Q1
$1.21M Sell
2016
Q4
$1.25M Buy
2016
Q3
Sell
2016
Q2
$358K Sell
2016
Q1
$1.1M Buy