B. Metzler seel. Sohn & Co’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.92M | Buy |
18,222
+1,782
| +11% | +$481K | 0.05% | 194 |
|
|
2025
Q1 | $3.28M | Buy |
16,440
+1,744
| +12% | +$348K | 0.03% | 254 |
|
|
2024
Q4 | $4.07M | Hold |
14,696
| – | – | 0.04% | 198 |
|
|
2024
Q3 | $3.72M | Hold |
14,696
| – | – | 0.04% | 251 |
|
|
2024
Q2 | $3.06M | Hold |
14,696
| – | – | 0.03% | 280 |
|
|
2024
Q1 | $2.83M | Sell |
14,696
-11,018
| -43% | -$2.12M | 0.03% | 313 |
|
|
2023
Q4 | $4.4M | Buy |
25,714
+3,077
| +14% | +$526K | 0.06% | 197 |
|
|
2023
Q3 | $3.12M | Sell |
22,637
-19,763
| -47% | -$2.72M | 0.05% | 228 |
|
|
2023
Q2 | $5.24M | Buy |
42,400
+22,640
| +115% | +$2.8M | 0.07% | 193 |
|
|
2023
Q1 | $2.28M | Buy |
+19,760
| New | +$2.28M | 0.04% | 271 |
|