Argonautica Private 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 | $522K | Sell |
1,935
-303
| -14% | -$81.8K | 0.17% | 111 |
|
|
2025
Q1 | $447K | Sell |
2,238
-122
| -5% | -$24.4K | 0.15% | 123 |
|
|
2024
Q4 | $654K | Sell |
2,360
-22
| -0.9% | -$6.1K | 0.21% | 91 |
|
|
2024
Q3 | $603K | Buy |
2,382
+10
| +0.4% | +$2.53K | 0.2% | 98 |
|
|
2024
Q2 | $494K | Hold |
2,372
| – | – | 0.17% | 112 |
|
|
2024
Q1 | $457K | Hold |
2,372
| – | – | 0.16% | 118 |
|
|
2023
Q4 | $406K | Hold |
2,372
| – | – | 0.17% | 118 |
|
|
2023
Q3 | $327K | Hold |
2,372
| – | – | 0.15% | 129 |
|
|
2023
Q2 | $293K | Sell |
2,372
-49
| -2% | -$6.06K | 0.13% | 151 |
|
|
2023
Q1 | $279K | Hold |
2,421
| – | – | 0.14% | 118 |
|
|
2022
Q4 | $264K | Buy |
+2,421
| New | +$264K | 0.14% | 125 |
|