Angeles 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 | $1.3M | Sell |
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|
2025
Q1 | $962K | Hold |
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|
2024
Q4 | $1.33M | Hold |
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|
2024
Q3 | $1.22M | Buy |
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|
2024
Q2 | $1M | Hold |
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|
2024
Q1 | $924K | Buy |
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|
2023
Q4 | $820K | Hold |
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|
2023
Q3 | $661K | Hold |
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|
2023
Q2 | $592K | Hold |
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|
2023
Q1 | $553K | Hold |
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|
2022
Q4 | $523K | Buy |
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|
2022
Q3 | $394K | Sell |
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|
2022
Q2 | $453K | Sell |
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|
2022
Q1 | $540K | Buy |
|