CVA Family Office’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.7K | Hold |
62
| – | – | ﹤0.01% | 726 |
|
|
2025
Q1 | $12.4K | Buy |
62
+7
| +13% | +$1.4K | ﹤0.01% | 763 |
|
|
2024
Q4 | $15.2K | Hold |
55
| – | – | ﹤0.01% | 721 |
|
|
2024
Q3 | $13.9K | Hold |
55
| – | – | ﹤0.01% | 712 |
|
|
2024
Q2 | $11.5K | Buy |
55
+15
| +38% | +$3.13K | ﹤0.01% | 722 |
|
|
2024
Q1 | $7.7K | Hold |
40
| – | – | ﹤0.01% | 785 |
|
|
2023
Q4 | $6.84K | Buy |
+40
| New | +$6.84K | ﹤0.01% | 777 |
|
|
2023
Q3 | – | Sell |
-40
| Closed | -$4.94K | – | 468 |
|
|
2023
Q2 | $4.94K | Hold |
40
| – | – | ﹤0.01% | 809 |
|
|
2023
Q1 | $4.62K | Hold |
40
| – | – | ﹤0.01% | 786 |
|
|
2022
Q4 | $4.36K | Hold |
40
| – | – | ﹤0.01% | 750 |
|
|
2022
Q3 | $3K | Buy |
40
+15
| +60% | +$1.13K | ﹤0.01% | 775 |
|
|
2022
Q2 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 827 |
|
|
2021
Q2 | – | Sell |
-5
| Closed | -$1K | – | 954 |
|
|
2021
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 748 |
|