Carson Wealth (CWM LLC)’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.87M | Buy |
18,016
+13,457
| +295% | +$3.63M | 0.02% | 594 |
|
|
2025
Q1 | $911K | Buy |
4,559
+1,430
| +46% | +$286K | ﹤0.01% | 1181 |
|
|
2024
Q4 | $867K | Buy |
3,129
+1,464
| +88% | +$406K | ﹤0.01% | 1156 |
|
|
2024
Q3 | $422K | Buy |
1,665
+1,403
| +535% | +$356K | ﹤0.01% | 1394 |
|
|
2024
Q2 | $55K | Buy |
262
+38
| +17% | +$7.98K | ﹤0.01% | 2408 |
|
|
2024
Q1 | $43K | Buy |
224
+51
| +29% | +$9.79K | ﹤0.01% | 2392 |
|
|
2023
Q4 | $30K | Sell |
173
-17
| -9% | -$2.95K | ﹤0.01% | 2506 |
|
|
2023
Q3 | $26K | Sell |
190
-209
| -52% | -$28.6K | ﹤0.01% | 2498 |
|
|
2023
Q2 | $49K | Sell |
399
-1,667
| -81% | -$205K | ﹤0.01% | 1997 |
|
|
2023
Q1 | $238K | Buy |
2,066
+1,530
| +285% | +$176K | ﹤0.01% | 1133 |
|
|
2022
Q4 | $58K | Buy |
536
+408
| +319% | +$44.1K | ﹤0.01% | 1647 |
|
|
2022
Q3 | $11K | Sell |
128
-228
| -64% | -$19.6K | ﹤0.01% | 2617 |
|
|
2022
Q2 | $33K | Buy |
356
+234
| +192% | +$21.7K | ﹤0.01% | 1830 |
|
|
2022
Q1 | $14K | Buy |
122
+118
| +2,950% | +$13.5K | ﹤0.01% | 2286 |
|
|
2021
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 3274 |
|
|
2021
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 2909 |
|
|
2021
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 2909 |
|
|
2020
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 2909 |
|
|
2020
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 2909 |
|
|
2020
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 2909 |
|
|
2020
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 2909 |
|
|
2019
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 2909 |
|
|
2019
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 2909 |
|
|
2019
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 2909 |
|
|
2019
Q1 | $0 | Sell |
3
-5
| -63% | – | ﹤0.01% | 2985 |
|
|
2018
Q4 | $1K | Buy |
8
+3
| +60% | +$375 | ﹤0.01% | 1874 |
|
|
2018
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1650 |
|