Commonwealth Equity Services’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.14M | Sell |
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|
2025
Q2 | $924K | Buy |
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|
2025
Q1 | $555K | Buy |
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|
2024
Q4 | $701K | Sell |
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|
2024
Q3 | $646K | Buy |
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|
2024
Q2 | $348K | Buy |
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|
2024
Q1 | $313K | Buy |
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|
2023
Q4 | $270K | Sell |
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|
2023
Q3 | $236K | Buy |
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|
2023
Q2 | $208K | Sell |
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|
2023
Q1 | $228 | Sell |
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|
2022
Q4 | $462K | Buy |
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|
2022
Q3 | $300K | Buy |
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|
2022
Q2 | $338K | Sell |
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|
2022
Q1 | $541K | Buy |
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|
2021
Q4 | $361K | Buy |
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|
2021
Q3 | $330K | Buy |
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|
2021
Q2 | $329K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $243K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $346K | Buy |
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|
2020
Q1 | $207K | Buy |
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|
2019
Q4 | $333K | Buy |
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|
2019
Q3 | $306K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $493K | Sell |
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|
2018
Q2 | $836K | Sell |
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|
2018
Q1 | $705K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $226K | Buy |
|