Evercore Wealth Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Hold |
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|
2025
Q1 | $344K | Hold |
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|
2024
Q4 | $477K | Hold |
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|
2024
Q3 | $436K | Hold |
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|
2024
Q2 | $359K | Sell |
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|
2024
Q1 | $340K | Hold |
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|
2023
Q4 | $302K | Hold |
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|
2023
Q3 | $244K | Hold |
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|
2023
Q2 | $218K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $217K | Hold |
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|
2021
Q3 | $214K | Sell |
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|
2021
Q2 | $227K | Sell |
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|
2021
Q1 | $594K | Sell |
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|
2020
Q4 | $601K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $255K | Sell |
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|
2018
Q2 | $283K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $138K | Hold |
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|
2017
Q3 | $123K | Hold |
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|
2017
Q2 | $108K | Buy |
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|
2017
Q1 | $78K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $100K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $781K | Sell |
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|
2015
Q2 | $898K | Buy |
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|
2015
Q1 | $803K | Hold |
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|
2014
Q4 | $813K | Buy |
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|
2014
Q3 | $570K | Buy |
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|
2014
Q2 | $686K | Hold |
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|
2014
Q1 | $659K | Hold |
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|
2013
Q4 | $712K | Sell |
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|
2013
Q3 | $3.12M | Sell |
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|
2013
Q2 | $2.61M | Buy |
|