Corient Private Wealth’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Sell |
8,846
-490
| -5% | -$132K | ﹤0.01% | 1035 |
|
|
2025
Q1 | $1.86M | Buy |
9,336
+355
| +4% | +$70.9K | ﹤0.01% | 999 |
|
|
2024
Q4 | $2.49M | Buy |
8,981
+58
| +0.7% | +$16.1K | ﹤0.01% | 914 |
|
|
2024
Q3 | $2.26M | Sell |
8,923
-138
| -2% | -$35K | ﹤0.01% | 1018 |
|
|
2024
Q2 | $1.89M | Buy |
9,061
+837
| +10% | +$174K | ﹤0.01% | 1043 |
|
|
2024
Q1 | $1.58M | Sell |
8,224
-1,854
| -18% | -$357K | ﹤0.01% | 1133 |
|
|
2023
Q4 | $1.72M | Buy |
10,078
+4,549
| +82% | +$778K | ﹤0.01% | 1067 |
|
|
2023
Q3 | $762K | Buy |
5,529
+1,136
| +26% | +$157K | ﹤0.01% | 1278 |
|
|
2023
Q2 | $543K | Sell |
4,393
-734
| -14% | -$90.7K | ﹤0.01% | 1411 |
|
|
2023
Q1 | $592K | Buy |
5,127
+929
| +22% | +$107K | ﹤0.01% | 1298 |
|
|
2022
Q4 | $458K | Buy |
+4,198
| New | +$458K | ﹤0.01% | 1165 |
|