Belpointe Asset Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Buy |
1,194
+125
| +12% | +$33.8K | 0.01% | 733 |
|
|
2025
Q1 | $214K | Buy |
1,069
+17
| +2% | +$3.4K | 0.01% | 841 |
|
|
2024
Q4 | $259K | Sell |
1,052
-16
| -1% | -$3.93K | 0.02% | 716 |
|
|
2024
Q3 | $271K | Buy |
+1,068
| New | +$271K | 0.02% | 700 |
|
|
2023
Q2 | – | Sell |
-1,967
| Closed | -$227K | – | 1427 |
|
|
2023
Q1 | $227K | Buy |
1,967
+938
| +91% | +$108K | 0.01% | 878 |
|
|
2022
Q4 | $112K | Buy |
+1,029
| New | +$112K | 0.01% | 1181 |
|
|
2021
Q3 | – | Sell |
-800
| Closed | -$112K | – | 1190 |
|
|
2021
Q2 | $112K | Buy |
+800
| New | +$112K | 0.01% | 1081 |
|