Asset Management One’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
+4,326
| New | +$1.17M | ﹤0.01% | 752 |
|
|
2025
Q1 | – | Sell |
-4,041
| Closed | -$1.12M | – | 977 |
|
|
2024
Q4 | $1.12M | Sell |
4,041
-1,104
| -21% | -$307K | ﹤0.01% | 789 |
|
|
2024
Q3 | $1.3M | Sell |
5,145
-899
| -15% | -$228K | ﹤0.01% | 780 |
|
|
2024
Q2 | $1.26M | Buy |
6,044
+2,143
| +55% | +$447K | ﹤0.01% | 768 |
|
|
2024
Q1 | $751K | Buy |
+3,901
| New | +$751K | ﹤0.01% | 828 |
|
|
2023
Q3 | – | Sell |
-8,844
| Closed | -$1.09M | – | 1005 |
|
|
2023
Q2 | $1.09M | Sell |
8,844
-2,674
| -23% | -$330K | ﹤0.01% | 822 |
|
|
2023
Q1 | $1.33M | Sell |
11,518
-2,588
| -18% | -$299K | 0.01% | 804 |
|
|
2022
Q4 | $1.56M | Buy |
14,106
+7,305
| +107% | +$808K | 0.01% | 792 |
|
|
2022
Q3 | $559K | Sell |
6,801
-7,938
| -54% | -$652K | ﹤0.01% | 875 |
|
|
2022
Q2 | $1.38M | Sell |
14,739
-3,371
| -19% | -$315K | 0.01% | 810 |
|
|
2022
Q1 | $2.02M | Buy |
18,110
+13,951
| +335% | +$1.55M | 0.01% | 793 |
|
|
2021
Q4 | $568K | Buy |
+4,159
| New | +$568K | ﹤0.01% | 899 |
|
|
2021
Q3 | – | Sell |
-6,548
| Closed | -$921K | – | 1049 |
|
|
2021
Q2 | $921K | Buy |
+6,548
| New | +$921K | ﹤0.01% | 873 |
|
|
2020
Q2 | – | Sell |
-11,700
| Closed | -$539K | – | 1059 |
|
|
2020
Q1 | $539K | Buy |
11,700
+6,700
| +134% | +$309K | ﹤0.01% | 876 |
|
|
2019
Q4 | $374K | Buy |
+5,000
| New | +$374K | ﹤0.01% | 963 |
|
|
2019
Q3 | – | Sell |
-24,913
| Closed | -$2.21M | – | 1043 |
|
|
2019
Q2 | $2.21M | Buy |
+24,913
| New | +$2.21M | 0.01% | 797 |
|
|
2018
Q4 | – | Sell |
-36,658
| Closed | -$3.71M | – | 1061 |
|
|
2018
Q3 | $3.71M | Sell |
36,658
-5,997
| -14% | -$606K | 0.01% | 760 |
|
|
2018
Q2 | $4.53M | Sell |
42,655
-8,881
| -17% | -$942K | 0.01% | 755 |
|
|
2018
Q1 | $4.49M | Buy |
51,536
+19,284
| +60% | +$1.68M | 0.01% | 758 |
|
|
2017
Q4 | $2.92M | Buy |
+32,252
| New | +$2.92M | 0.01% | 812 |
|
|
2014
Q1 | – | Sell |
-4,008
| Closed | -$240K | – | 1148 |
|
|
2013
Q4 | $240K | Buy |
+4,008
| New | +$240K | ﹤0.01% | 1034 |
|