Creative Planning’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.52M | Buy |
25,207
+10,736
| +74% | +$3.52M | 0.01% | 889 |
|
|
2025
Q4 | $4.92M | Sell |
14,471
-944
| -6% | -$303K | ﹤0.01% | 1018 |
|
|
2025
Q3 | $5.2M | Buy |
15,415
+8,275
| +116% | +$2.59M | ﹤0.01% | 856 |
|
|
2025
Q2 | $1.93M | Buy |
7,140
+1,338
| +23% | +$294K | ﹤0.01% | 1343 |
|
|
2025
Q1 | $1.16M | Buy |
5,802
+1,474
| +34% | +$367K | ﹤0.01% | 1601 |
|
|
2024
Q4 | $1.2M | Buy |
4,328
+285
| +7% | +$80.7K | ﹤0.01% | 1505 |
|
|
2024
Q3 | $1.02M | Buy |
4,043
+329
| +9% | +$78.3K | ﹤0.01% | 1493 |
|
|
2024
Q2 | $774K | Sell |
3,714
-218
| -6% | -$42.4K | ﹤0.01% | 1605 |
|
|
2024
Q1 | $757K | Buy |
3,932
+584
| +17% | +$106K | ﹤0.01% | 1545 |
|
|
2023
Q4 | $573K | Buy |
3,348
+1,013
| +43% | +$147K | ﹤0.01% | 1612 |
|
|
2023
Q3 | $322K | Buy |
2,335
+461
| +25% | +$62.6K | ﹤0.01% | 1877 |
|
|
2023
Q2 | $232K | Buy |
+1,874
| New | +$216K | ﹤0.01% | 2104 |
|
|
2023
Q1 | – | Sell |
-21
| Closed | -$2.29K | – | 2686 |
|
|
2022
Q4 | $2.29K | Buy |
+21
| New | +$2.19K | ﹤0.01% | 2427 |
|
|
2017
Q3 | – | Sell |
-92
| Closed | -$6K | – | 2446 |
|
|
2017
Q2 | $6K | Sell |
92
-818
| -90% | -$59.5K | ﹤0.01% | 3895 |
|
|
2017
Q1 | $71K | Buy |
910
+803
| +750% | +$62.3K | ﹤0.01% | 2197 |
|
|
2016
Q4 | $7K | Buy |
+107
| New | +$6.58K | ﹤0.01% | 3753 |
|
|
2016
Q2 | – | Sell |
-200
| Closed | -$10K | – | 4387 |
|
|
2016
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 3221 |
|
|
2015
Q4 | $11K | Hold |
200
| – | – | ﹤0.01% | 3241 |
|
|
2015
Q3 | $10K | Buy |
+200
| New | +$11K | ﹤0.01% | 3193 |
|
|
2014
Q3 | – | Sell |
-500
| Closed | -$29K | – | 4038 |
|
|
2014
Q2 | $29K | Hold |
500
| – | – | ﹤0.01% | 2246 |
|
|
2014
Q1 | $28K | Hold |
500
| – | – | ﹤0.01% | 2174 |
|
|
2013
Q4 | $30K | Sell |
500
-2,200
| -81% | -$117K | ﹤0.01% | 1946 |
|
|
2013
Q3 | $133K | Buy |
+2,700
| New | +$124K | ﹤0.01% | 950 |
|
Other funds holding EVR
VPM
VCM
