Argonautica Private 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
Q3 | $653K | Hold |
|
|||||
|
2025
Q2 | $522K | Sell |
|
|||||
|
2025
Q1 | $447K | Sell |
|
|||||
|
2024
Q4 | $654K | Sell |
|
|||||
|
2024
Q3 | $603K | Buy |
|
|||||
|
2024
Q2 | $494K | Hold |
|
|||||
|
2024
Q1 | $457K | Hold |
|
|||||
|
2023
Q4 | $406K | Hold |
|
|||||
|
2023
Q3 | $327K | Hold |
|
|||||
|
2023
Q2 | $293K | Sell |
|
|||||
|
2023
Q1 | $279K | Hold |
|
|||||
|
2022
Q4 | $264K | Buy |
|