Bell Investment Advisors’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 | $32.4K | Buy |
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|
2025
Q1 | $22.6K | Buy |
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|
2024
Q4 | $30.5K | Hold |
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|
2024
Q3 | $27.9K | Hold |
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|
2024
Q2 | $22.9K | Hold |
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|
2024
Q1 | $21.2K | Hold |
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|
2023
Q4 | $18.8K | Hold |
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|
2023
Q3 | $15.2K | Sell |
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|
2023
Q2 | $14.3K | Sell |
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|
2023
Q1 | $13.6K | Hold |
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|
2022
Q4 | $12.9K | Buy |
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|
2022
Q3 | $9K | Buy |
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|
2022
Q2 | $8K | Buy |
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|
2021
Q4 | $10K | Sell |
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|
2021
Q3 | $14K | Buy |
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