AssetMark Inc’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.8K | Sell |
166
-36
| -18% | -$9.72K | ﹤0.01% | 1593 |
|
|
2025
Q1 | $40.3K | Buy |
202
+23
| +13% | +$4.59K | ﹤0.01% | 1499 |
|
|
2024
Q4 | $49.6K | Sell |
179
-4
| -2% | -$1.11K | ﹤0.01% | 1427 |
|
|
2024
Q3 | $46.4K | Sell |
183
-5
| -3% | -$1.27K | ﹤0.01% | 1308 |
|
|
2024
Q2 | $39.2K | Buy |
188
+90
| +92% | +$18.8K | ﹤0.01% | 1274 |
|
|
2024
Q1 | $18.9K | Sell |
98
-346
| -78% | -$66.6K | ﹤0.01% | 1289 |
|
|
2023
Q4 | $75.9K | Buy |
444
+271
| +157% | +$46.4K | ﹤0.01% | 1080 |
|
|
2023
Q3 | $23.9K | Buy |
173
+54
| +45% | +$7.45K | ﹤0.01% | 1220 |
|
|
2023
Q2 | $14.7K | Sell |
119
-7
| -6% | -$865 | ﹤0.01% | 1245 |
|
|
2023
Q1 | $14.5K | Buy |
126
+7
| +6% | +$808 | ﹤0.01% | 1231 |
|
|
2022
Q4 | $13K | Hold |
119
| – | – | ﹤0.01% | 1272 |
|
|
2022
Q3 | $10K | Hold |
119
| – | – | ﹤0.01% | 1225 |
|
|
2022
Q2 | $11K | Sell |
119
-37
| -24% | -$3.42K | ﹤0.01% | 1210 |
|
|
2022
Q1 | $17K | Sell |
156
-66,987
| -100% | -$7.3M | ﹤0.01% | 1100 |
|
|
2021
Q4 | $9.12M | Buy |
67,143
+65,221
| +3,393% | +$8.86M | 0.04% | 225 |
|
|
2021
Q3 | $257K | Sell |
1,922
-3,608
| -65% | -$482K | ﹤0.01% | 536 |
|
|
2021
Q2 | $778K | Buy |
5,530
+5,507
| +23,943% | +$775K | ﹤0.01% | 412 |
|
|
2021
Q1 | $3K | Sell |
23
-59
| -72% | -$7.7K | ﹤0.01% | 1100 |
|
|
2020
Q4 | $9K | Buy |
82
+60
| +273% | +$6.59K | ﹤0.01% | 940 |
|
|
2020
Q3 | $1K | Sell |
22
-14
| -39% | -$636 | ﹤0.01% | 1220 |
|
|
2020
Q2 | $2K | Sell |
36
-85
| -70% | -$4.72K | ﹤0.01% | 1085 |
|
|
2020
Q1 | $6K | Sell |
121
-173,593
| -100% | -$8.61M | ﹤0.01% | 1061 |
|
|
2019
Q4 | $13M | Buy |
173,714
+19,788
| +13% | +$1.48M | 0.1% | 179 |
|
|
2019
Q3 | $12.3M | Buy |
153,926
+11,176
| +8% | +$895K | 0.1% | 179 |
|
|
2019
Q2 | $12.6M | Buy |
142,750
+29,551
| +26% | +$2.62M | 0.1% | 163 |
|
|
2019
Q1 | $10.3M | Buy |
113,199
+7,091
| +7% | +$645K | 0.09% | 174 |
|
|
2018
Q4 | $7.59M | Buy |
106,108
+105,527
| +18,163% | +$7.55M | 0.07% | 176 |
|
|
2018
Q3 | $58K | Buy |
581
+17
| +3% | +$1.7K | ﹤0.01% | 710 |
|
|
2018
Q2 | $59K | Sell |
564
-84
| -13% | -$8.79K | ﹤0.01% | 685 |
|
|
2018
Q1 | $57K | Sell |
648
-44
| -6% | -$3.87K | ﹤0.01% | 693 |
|
|
2017
Q4 | $62K | Buy |
+692
| New | +$62K | ﹤0.01% | 722 |
|