Edgestream Partners’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.83M | Buy |
14,181
+9,383
| +196% | +$2.53M | 0.11% | 362 |
|
|
2025
Q1 | $958K | Sell |
4,798
-22,932
| -83% | -$4.58M | 0.03% | 614 |
|
|
2024
Q4 | $7.69M | Buy |
+27,730
| New | +$7.69M | 0.33% | 43 |
|
|
2024
Q3 | – | Sell |
-8,782
| Closed | -$1.83M | – | 907 |
|
|
2024
Q2 | $1.83M | Sell |
8,782
-14,015
| -61% | -$2.92M | 0.09% | 364 |
|
|
2024
Q1 | $4.39M | Buy |
22,797
+15,495
| +212% | +$2.98M | 0.22% | 144 |
|
|
2023
Q4 | $1.25M | Buy |
+7,302
| New | +$1.25M | 0.09% | 377 |
|
|
2023
Q3 | – | Sell |
-1,764
| Closed | -$218K | – | 856 |
|
|
2023
Q2 | $218K | Buy |
+1,764
| New | +$218K | 0.02% | 680 |
|
|
2022
Q4 | – | Sell |
-11,700
| Closed | -$962K | – | 537 |
|
|
2022
Q3 | $962K | Buy |
+11,700
| New | +$962K | 0.07% | 275 |
|