Deroy & Devereaux Private Investment Counsel’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.34M | Sell |
30,895
-815
| -3% | -$220K | 0.45% | 62 |
|
|
2025
Q1 | $6.33M | Buy |
31,710
+1,015
| +3% | +$203K | 0.37% | 63 |
|
|
2024
Q4 | $8.51M | Buy |
30,695
+105
| +0.3% | +$29.1K | 0.49% | 60 |
|
|
2024
Q3 | $7.75M | Buy |
30,590
+135
| +0.4% | +$34.2K | 0.44% | 60 |
|
|
2024
Q2 | $6.35M | Buy |
30,455
+300
| +1% | +$62.5K | 0.39% | 61 |
|
|
2024
Q1 | $5.81M | Buy |
30,155
+740
| +3% | +$143K | 0.35% | 62 |
|
|
2023
Q4 | $5.03M | Sell |
29,415
-1,190
| -4% | -$204K | 0.34% | 64 |
|
|
2023
Q3 | $4.22M | Buy |
30,605
+1,805
| +6% | +$249K | 0.31% | 66 |
|
|
2023
Q2 | $3.56M | Buy |
28,800
+1,285
| +5% | +$159K | 0.25% | 70 |
|
|
2023
Q1 | $3.18M | Buy |
27,515
+1,360
| +5% | +$157K | 0.24% | 78 |
|
|
2022
Q4 | $2.85M | Buy |
26,155
+145
| +0.6% | +$15.8K | 0.22% | 78 |
|
|
2022
Q3 | $2.14M | Buy |
26,010
+8,530
| +49% | +$701K | 0.19% | 85 |
|
|
2022
Q2 | $1.64M | Buy |
17,480
+340
| +2% | +$31.8K | 0.14% | 89 |
|
|
2022
Q1 | $1.91M | Buy |
17,140
+315
| +2% | +$35.1K | 0.14% | 92 |
|
|
2021
Q4 | $2.29M | Sell |
16,825
-575
| -3% | -$78.1K | 0.17% | 86 |
|
|
2021
Q3 | $2.33M | Sell |
17,400
-106,472
| -86% | -$14.2M | 0.18% | 82 |
|
|
2021
Q2 | $17.4M | Sell |
123,872
-2,201
| -2% | -$310K | 1.31% | 41 |
|
|
2021
Q1 | $16.6M | Sell |
126,073
-17,290
| -12% | -$2.28M | 1.31% | 40 |
|
|
2020
Q4 | $15.7M | Sell |
143,363
-8,890
| -6% | -$975K | 1.4% | 37 |
|
|
2020
Q3 | $9.97M | Buy |
152,253
+389
| +0.3% | +$25.5K | 1.05% | 45 |
|
|
2020
Q2 | $8.95M | Buy |
151,864
+121,189
| +395% | +$7.14M | 0.99% | 47 |
|
|
2020
Q1 | $1.41M | Buy |
30,675
+1,225
| +4% | +$56.4K | 0.18% | 75 |
|
|
2019
Q4 | $2.2M | Buy |
29,450
+7,830
| +36% | +$585K | 0.19% | 74 |
|
|
2019
Q3 | $1.73M | Hold |
21,620
| – | – | 0.17% | 80 |
|
|
2019
Q2 | $1.92M | Hold |
21,620
| – | – | 0.18% | 74 |
|
|
2019
Q1 | $1.97M | Sell |
21,620
-50
| -0.2% | -$4.55K | 0.2% | 75 |
|
|
2018
Q4 | $1.55M | Sell |
21,670
-500
| -2% | -$35.8K | 0.18% | 77 |
|
|
2018
Q3 | $2.23M | Sell |
22,170
-180
| -0.8% | -$18.1K | 0.22% | 66 |
|
|
2018
Q2 | $2.36M | Sell |
22,350
-200
| -0.9% | -$21.1K | 0.24% | 67 |
|
|
2018
Q1 | $1.97M | Hold |
22,550
| – | – | 0.21% | 73 |
|
|
2017
Q4 | $2.03M | Hold |
22,550
| – | – | 0.21% | 76 |
|
|
2017
Q3 | $1.81M | Sell |
22,550
-100
| -0.4% | -$8.03K | 0.2% | 73 |
|
|
2017
Q2 | $1.6M | Sell |
22,650
-300
| -1% | -$21.2K | 0.18% | 77 |
|
|
2017
Q1 | $1.79M | Sell |
22,950
-475
| -2% | -$37K | 0.21% | 74 |
|
|
2016
Q4 | $1.61M | Sell |
23,425
-110,630
| -83% | -$7.6M | 0.19% | 78 |
|
|
2016
Q3 | $6.91M | Sell |
134,055
-1,346
| -1% | -$69.3K | 0.87% | 52 |
|
|
2016
Q2 | $5.98M | Buy |
135,401
+7,538
| +6% | +$333K | 0.8% | 51 |
|
|
2016
Q1 | $6.62M | Buy |
127,863
+1,977
| +2% | +$102K | 0.9% | 49 |
|
|
2015
Q4 | $6.81M | Sell |
125,886
-2,913
| -2% | -$158K | 0.94% | 51 |
|
|
2015
Q3 | $6.47M | Sell |
128,799
-2,359
| -2% | -$119K | 0.93% | 51 |
|
|
2015
Q2 | $7.08M | Buy |
131,158
+97,158
| +286% | +$5.24M | 0.91% | 53 |
|
|
2015
Q1 | $1.76M | Hold |
34,000
| – | – | 0.22% | 66 |
|
|
2014
Q4 | $1.78M | Buy |
+34,000
| New | +$1.78M | 0.23% | 69 |
|