Dynamic Advisor Solutions’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
4,021
+293
| +8% | +$79.1K | 0.03% | 434 |
|
|
2025
Q1 | $745K | Buy |
3,728
+586
| +19% | +$117K | 0.02% | 491 |
|
|
2024
Q4 | $871K | Buy |
3,142
+94
| +3% | +$26.1K | 0.04% | 341 |
|
|
2024
Q3 | $772K | Sell |
3,048
-550
| -15% | -$139K | 0.02% | 517 |
|
|
2024
Q2 | $750K | Buy |
3,598
+25
| +0.7% | +$5.21K | 0.02% | 521 |
|
|
2024
Q1 | $688K | Buy |
3,573
+450
| +14% | +$86.7K | 0.02% | 522 |
|
|
2023
Q4 | $520K | Sell |
3,123
-201
| -6% | -$33.5K | 0.02% | 568 |
|
|
2023
Q3 | $458K | Sell |
3,324
-23
| -0.7% | -$3.17K | 0.02% | 543 |
|
|
2023
Q2 | $414K | Buy |
3,347
+298
| +10% | +$36.8K | 0.02% | 549 |
|
|
2023
Q1 | $352K | Buy |
3,049
+114
| +4% | +$13.2K | 0.02% | 557 |
|
|
2022
Q4 | $320K | Buy |
+2,935
| New | +$320K | 0.02% | 540 |
|
|
2022
Q2 | – | Sell |
-2,140
| Closed | -$238K | – | 715 |
|
|
2022
Q1 | $238K | Buy |
2,140
+25
| +1% | +$2.78K | 0.02% | 628 |
|
|
2021
Q4 | $287K | Buy |
2,115
+400
| +23% | +$54.3K | 0.02% | 576 |
|
|
2021
Q3 | $229K | Sell |
1,715
-8
| -0.5% | -$1.07K | 0.02% | 656 |
|
|
2021
Q2 | $243K | Buy |
+1,723
| New | +$243K | 0.02% | 611 |
|