Annis Gardner Whiting Capital Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.94K | Hold |
22
| – | – | ﹤0.01% | 822 |
|
|
2025
Q1 | $4.39K | Hold |
22
| – | – | ﹤0.01% | 634 |
|
|
2024
Q4 | $6.1K | Sell |
22
-40
| -65% | -$11.1K | ﹤0.01% | 590 |
|
|
2024
Q3 | $15.7K | Sell |
62
-36
| -37% | -$9.12K | ﹤0.01% | 496 |
|
|
2024
Q2 | $20.4K | Hold |
98
| – | – | 0.01% | 566 |
|
|
2024
Q1 | $18.9K | Buy |
98
+76
| +345% | +$14.6K | 0.01% | 562 |
|
|
2023
Q4 | $3.76K | Hold |
22
| – | – | ﹤0.01% | 572 |
|
|
2023
Q3 | $3.03K | Buy |
+22
| New | +$3.03K | ﹤0.01% | 576 |
|