Centric Wealth 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 | $4.6M | Buy |
15,539
+236
| +2% | +$69.8K | 1.1% | 22 |
|
|
2025
Q1 | $3.06M | Buy |
15,303
+440
| +3% | +$87.9K | 0.8% | 39 |
|
|
2024
Q4 | $4.12M | Sell |
14,863
-197
| -1% | -$54.6K | 1.11% | 18 |
|
|
2024
Q3 | $4.76M | Sell |
15,060
-348
| -2% | -$110K | 1.26% | 16 |
|
|
2024
Q2 | $3.84M | Buy |
15,408
+222
| +1% | +$55.3K | 1.11% | 26 |
|
|
2024
Q1 | $2.76M | Buy |
15,186
+602
| +4% | +$109K | 0.88% | 34 |
|
|
2023
Q4 | $2.55M | Buy |
14,584
+628
| +4% | +$110K | 0.84% | 33 |
|
|
2023
Q3 | $1.92M | Buy |
13,956
+324
| +2% | +$44.7K | 0.8% | 32 |
|
|
2023
Q2 | $1.65M | Buy |
13,632
+569
| +4% | +$68.7K | 0.66% | 40 |
|
|
2023
Q1 | $1.51M | Sell |
13,063
-686
| -5% | -$79.1K | 0.65% | 40 |
|
|
2022
Q4 | $1.5M | Sell |
13,749
-172
| -1% | -$18.8K | 0.76% | 38 |
|
|
2022
Q3 | $1.15M | Buy |
+13,921
| New | +$1.15M | 0.46% | 57 |
|