Corient Private Wealth’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 | $2.39M | Sell |
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|
2025
Q1 | $1.86M | Buy |
|
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|
2024
Q4 | $2.49M | Buy |
|
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|
2024
Q3 | $2.26M | Sell |
|
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|
2024
Q2 | $1.89M | Buy |
|
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|
2024
Q1 | $1.58M | Sell |
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|
2023
Q4 | $1.72M | Buy |
|
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|
2023
Q3 | $762K | Buy |
|
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|
2023
Q2 | $543K | Sell |
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|
2023
Q1 | $592K | Buy |
|
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|
2022
Q4 | $458K | Buy |
|