Coldstream Capital Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $767K | Buy |
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|
2025
Q1 | $560K | Buy |
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|
2024
Q4 | $770K | Sell |
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|
2024
Q3 | $711K | Buy |
|
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|
2024
Q2 | $582K | Buy |
|
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|
2024
Q1 | $536K | Buy |
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|
2023
Q4 | $475K | Buy |
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|
2023
Q3 | $365K | Sell |
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|
2023
Q2 | $330K | Hold |
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|
2023
Q1 | $309K | Buy |
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|
2022
Q4 | $288K | Buy |
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|
2022
Q2 | $253K | Buy |
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|
2022
Q1 | $290K | Buy |
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|
2021
Q4 | $348K | Buy |
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