Bell Investment Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.4K | Buy |
120
+7
| +6% | +$1.89K | 0.01% | 308 |
|
|
2025
Q1 | $22.6K | Buy |
113
+3
| +3% | +$599 | ﹤0.01% | 358 |
|
|
2024
Q4 | $30.5K | Hold |
110
| – | – | 0.01% | 293 |
|
|
2024
Q3 | $27.9K | Hold |
110
| – | – | 0.01% | 327 |
|
|
2024
Q2 | $22.9K | Hold |
110
| – | – | ﹤0.01% | 368 |
|
|
2024
Q1 | $21.2K | Hold |
110
| – | – | ﹤0.01% | 369 |
|
|
2023
Q4 | $18.8K | Hold |
110
| – | – | ﹤0.01% | 370 |
|
|
2023
Q3 | $15.2K | Sell |
110
-6
| -5% | -$827 | ﹤0.01% | 378 |
|
|
2023
Q2 | $14.3K | Sell |
116
-2
| -2% | -$247 | ﹤0.01% | 393 |
|
|
2023
Q1 | $13.6K | Hold |
118
| – | – | ﹤0.01% | 397 |
|
|
2022
Q4 | $12.9K | Buy |
118
+11
| +10% | +$1.2K | ﹤0.01% | 405 |
|
|
2022
Q3 | $9K | Buy |
107
+17
| +19% | +$1.43K | ﹤0.01% | 443 |
|
|
2022
Q2 | $8K | Buy |
+90
| New | +$8K | ﹤0.01% | 493 |
|
|
2021
Q4 | $10K | Sell |
73
-31
| -30% | -$4.25K | ﹤0.01% | 491 |
|
|
2021
Q3 | $14K | Buy |
+104
| New | +$14K | ﹤0.01% | 367 |
|