Arax Advisory Partners’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 | $51K | Buy |
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|
2025
Q1 | $34.6K | Buy |
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|
2024
Q4 | $5.54K | Buy |
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|
2024
Q3 | $3.29K | Buy |
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|
2024
Q2 | $209 | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $5K | Sell |
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|
2022
Q1 | $7K | Sell |
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|
2021
Q4 | $9K | Buy |
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|
2021
Q3 | $8K | Hold |
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|
2021
Q2 | $9K | Buy |
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