Dynamic Advisor Solutions’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.1M | Sell |
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|
2025
Q2 | $1.09M | Buy |
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|
2025
Q1 | $745K | Buy |
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|
2024
Q4 | $871K | Buy |
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|
2024
Q3 | $772K | Sell |
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|
2024
Q2 | $750K | Buy |
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|
2024
Q1 | $688K | Buy |
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|
2023
Q4 | $520K | Sell |
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|
2023
Q3 | $458K | Sell |
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|
2023
Q2 | $414K | Buy |
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|
2023
Q1 | $352K | Buy |
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|
2022
Q4 | $320K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $238K | Buy |
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|
2021
Q4 | $287K | Buy |
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|
2021
Q3 | $229K | Sell |
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|
2021
Q2 | $243K | Buy |
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