Baird Financial Group’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $990K | Buy |
3,666
+584
| +19% | +$158K | ﹤0.01% | 1214 |
|
|
2025
Q1 | $616K | Buy |
3,082
+879
| +40% | +$176K | ﹤0.01% | 1330 |
|
|
2024
Q4 | $611K | Sell |
2,203
-97
| -4% | -$26.9K | ﹤0.01% | 1324 |
|
|
2024
Q3 | $583K | Hold |
2,300
| – | – | ﹤0.01% | 1325 |
|
|
2024
Q2 | $479K | Hold |
2,300
| – | – | ﹤0.01% | 1406 |
|
|
2024
Q1 | $443K | Buy |
2,300
+14
| +0.6% | +$2.7K | ﹤0.01% | 1434 |
|
|
2023
Q4 | $391K | Sell |
2,286
-181
| -7% | -$31K | ﹤0.01% | 1439 |
|
|
2023
Q3 | $340K | Buy |
2,467
+116
| +5% | +$16K | ﹤0.01% | 1465 |
|
|
2023
Q2 | $291K | Buy |
2,351
+46
| +2% | +$5.69K | ﹤0.01% | 1515 |
|
|
2023
Q1 | $266K | Sell |
2,305
-143
| -6% | -$16.5K | ﹤0.01% | 1529 |
|
|
2022
Q4 | $267K | Buy |
+2,448
| New | +$267K | ﹤0.01% | 1497 |
|
|
2022
Q2 | – | Sell |
-8,648
| Closed | -$963K | – | 1793 |
|
|
2022
Q1 | $963K | Buy |
+8,648
| New | +$963K | ﹤0.01% | 1162 |
|