Asset Management One’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 | – | Sell |
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|
2025
Q2 | $1.17M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.12M | Sell |
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|
2024
Q3 | $1.3M | Sell |
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|
2024
Q2 | $1.26M | Buy |
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|
2024
Q1 | $751K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.09M | Sell |
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|
2023
Q1 | $1.33M | Sell |
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|
2022
Q4 | $1.56M | Buy |
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|
2022
Q3 | $559K | Sell |
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|
2022
Q2 | $1.38M | Sell |
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|
2022
Q1 | $2.02M | Buy |
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|
2021
Q4 | $568K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $921K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $539K | Buy |
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|
2019
Q4 | $374K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $2.21M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $3.71M | Sell |
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|
2018
Q2 | $4.53M | Sell |
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|
2018
Q1 | $4.49M | Buy |
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|
2017
Q4 | $2.92M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $240K | Buy |
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