Atria Investments’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
$386K Sell
2025
Q1
$1.7M Sell
2024
Q4
$2.41M Sell
2024
Q3
$2.24M Buy
2024
Q2
$1.3M Sell
2024
Q1
$1.23M Buy
2021
Q4
Sell
2021
Q3
$1.06M Buy
2021
Q2
Sell
2021
Q1
$1.12M Buy