Blue Trust Inc’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$303K Sell
2025
Q2
$268K Sell
2025
Q1
$262K Buy
2024
Q4
$305K Sell
2024
Q3
$379K Buy
2024
Q2
$258K Buy
2024
Q1
$195K Sell
2023
Q4
$180K Buy
2023
Q3
$135K Buy
2023
Q2
$51K Sell
2023
Q1
$190K Buy
2022
Q4
$82K Buy
2022
Q3
$19K Buy
2022
Q2
$18K Buy