DPW
EVR icon

DiNuzzo Private Wealth’s Evercore EVR Stock Holding History

DiNuzzo Private Wealth’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.05K Hold
6
– – ﹤0.01% 664
2026
Q1 		$1.79K Hold
6
– – ﹤0.01% 682
2025
Q4 		$2.04K Hold
6
– – ﹤0.01% 631
2025
Q3 		$1.93K Hold
6
– – ﹤0.01% 639
2025
Q2 		$1.62K Sell
6
-1
-14% -$220 ﹤0.01% 678
2025
Q1 		$1.4K Sell
7
-1
-13% -$249 ﹤0.01% 712
2024
Q4 		$2.22K Buy
8
+1
+14% +$283 ﹤0.01% 569
2024
Q3 		$1.77K Hold
7
– – ﹤0.01% 654
2024
Q2 		$1.46K Buy
7
+2
+40% +$389 ﹤0.01% 630
2024
Q1 		$963 Hold
5
– – ﹤0.01% 742
2023
Q4 		$856 Buy
+5
New +$724 ﹤0.01% 767

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CI
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ERIC
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CF
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DAS
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NWAG
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HIA
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EMAM
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