Baird Financial Group’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 | $990K | Buy |
|
|||||
|
2025
Q1 | $616K | Buy |
|
|||||
|
2024
Q4 | $611K | Sell |
|
|||||
|
2024
Q3 | $583K | Hold |
|
|||||
|
2024
Q2 | $479K | Hold |
|
|||||
|
2024
Q1 | $443K | Buy |
|
|||||
|
2023
Q4 | $391K | Sell |
|
|||||
|
2023
Q3 | $340K | Buy |
|
|||||
|
2023
Q2 | $291K | Buy |
|
|||||
|
2023
Q1 | $266K | Sell |
|
|||||
|
2022
Q4 | $267K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $963K | Buy |
|