AssetMark Inc’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.8K | Sell |
|
|||||
|
2025
Q1 | $40.3K | Buy |
|
|||||
|
2024
Q4 | $49.6K | Sell |
|
|||||
|
2024
Q3 | $46.4K | Sell |
|
|||||
|
2024
Q2 | $39.2K | Buy |
|
|||||
|
2024
Q1 | $18.9K | Sell |
|
|||||
|
2023
Q4 | $75.9K | Buy |
|
|||||
|
2023
Q3 | $23.9K | Buy |
|
|||||
|
2023
Q2 | $14.7K | Sell |
|
|||||
|
2023
Q1 | $14.5K | Buy |
|
|||||
|
2022
Q4 | $13K | Hold |
|
|||||
|
2022
Q3 | $10K | Hold |
|
|||||
|
2022
Q2 | $11K | Sell |
|
|||||
|
2022
Q1 | $17K | Sell |
|
|||||
|
2021
Q4 | $9.12M | Buy |
|
|||||
|
2021
Q3 | $257K | Sell |
|
|||||
|
2021
Q2 | $778K | Buy |
|
|||||
|
2021
Q1 | $3K | Sell |
|
|||||
|
2020
Q4 | $9K | Buy |
|
|||||
|
2020
Q3 | $1K | Sell |
|
|||||
|
2020
Q2 | $2K | Sell |
|
|||||
|
2020
Q1 | $6K | Sell |
|
|||||
|
2019
Q4 | $13M | Buy |
|
|||||
|
2019
Q3 | $12.3M | Buy |
|
|||||
|
2019
Q2 | $12.6M | Buy |
|
|||||
|
2019
Q1 | $10.3M | Buy |
|
|||||
|
2018
Q4 | $7.59M | Buy |
|
|||||
|
2018
Q3 | $58K | Buy |
|
|||||
|
2018
Q2 | $59K | Sell |
|
|||||
|
2018
Q1 | $57K | Sell |
|
|||||
|
2017
Q4 | $62K | Buy |
|