Braun Stacey Associates’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.2M | Sell |
104,423
-23,664
| -18% | -$6.39M | 1.02% | 28 |
|
|
2025
Q1 | $25.6M | Sell |
128,087
-4,604
| -3% | -$920K | 1.05% | 33 |
|
|
2024
Q4 | $36.8M | Sell |
132,691
-5,467
| -4% | -$1.52M | 1.37% | 16 |
|
|
2024
Q3 | $35M | Buy |
138,158
+11,422
| +9% | +$2.89M | 1.33% | 16 |
|
|
2024
Q2 | $26.4M | Buy |
126,736
+7,158
| +6% | +$1.49M | 1.02% | 32 |
|
|
2024
Q1 | $23M | Buy |
+119,578
| New | +$23M | 0.91% | 47 |
|
|
2014
Q2 | – | Sell |
-4,950
| Closed | -$273K | – | 164 |
|
|
2014
Q1 | $273K | Buy |
+4,950
| New | +$273K | 0.02% | 131 |
|