Angeles 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 | $1.3M | Sell |
4,813
-3
| -0.1% | -$810 | 0.09% | 80 |
|
|
2025
Q1 | $962K | Hold |
4,816
| – | – | 0.08% | 93 |
|
|
2024
Q4 | $1.33M | Hold |
4,816
| – | – | 0.11% | 68 |
|
|
2024
Q3 | $1.22M | Buy |
4,816
+16
| +0.3% | +$4.05K | 0.11% | 65 |
|
|
2024
Q2 | $1M | Hold |
4,800
| – | – | 0.09% | 71 |
|
|
2024
Q1 | $924K | Buy |
4,800
+7
| +0.1% | +$1.35K | 0.09% | 75 |
|
|
2023
Q4 | $820K | Hold |
4,793
| – | – | 0.1% | 79 |
|
|
2023
Q3 | $661K | Hold |
4,793
| – | – | 0.09% | 78 |
|
|
2023
Q2 | $592K | Hold |
4,793
| – | – | 0.08% | 100 |
|
|
2023
Q1 | $553K | Hold |
4,793
| – | – | 0.08% | 109 |
|
|
2022
Q4 | $523K | Buy |
4,793
+3
| +0.1% | +$327 | 0.09% | 102 |
|
|
2022
Q3 | $394K | Sell |
4,790
-53
| -1% | -$4.36K | 0.08% | 108 |
|
|
2022
Q2 | $453K | Sell |
4,843
-10
| -0.2% | -$935 | 0.09% | 107 |
|
|
2022
Q1 | $540K | Buy |
+4,853
| New | +$540K | 0.1% | 104 |
|