CIBC Private Wealth Group’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Buy |
399
+22
| +6% | +$5.94K | ﹤0.01% | 1351 |
|
|
2025
Q1 | $61.7K | Buy |
377
+65
| +21% | +$10.6K | ﹤0.01% | 1559 |
|
|
2024
Q4 | $85.6K | Sell |
312
-25
| -7% | -$6.86K | ﹤0.01% | 1479 |
|
|
2024
Q3 | $85.4K | Sell |
337
-29
| -8% | -$7.35K | ﹤0.01% | 1556 |
|
|
2024
Q2 | $77.8K | Buy |
366
+7
| +2% | +$1.49K | ﹤0.01% | 1494 |
|
|
2024
Q1 | $67.9K | Buy |
+359
| New | +$67.9K | ﹤0.01% | 1541 |
|
|
2018
Q3 | – | Sell |
-363
| Closed | -$38K | – | 1184 |
|
|
2018
Q2 | $38K | Sell |
363
-178
| -33% | -$18.6K | ﹤0.01% | 1232 |
|
|
2018
Q1 | $47K | Sell |
541
-21,322
| -98% | -$1.85M | ﹤0.01% | 1174 |
|
|
2017
Q4 | $1.97M | Buy |
21,863
+7,146
| +49% | +$643K | 0.01% | 513 |
|
|
2017
Q3 | $1.18M | Buy |
+14,717
| New | +$1.18M | 0.01% | 599 |
|