EverSource Wealth Advisors’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Buy |
1,483
+729
| +97% | +$197K | 0.02% | 534 |
|
|
2025
Q1 | $151K | Buy |
754
+42
| +6% | +$8.39K | 0.01% | 767 |
|
|
2024
Q4 | $197K | Buy |
712
+79
| +12% | +$21.9K | 0.01% | 661 |
|
|
2024
Q3 | $160K | Sell |
633
-265
| -30% | -$67.1K | 0.01% | 630 |
|
|
2024
Q2 | $225K | Buy |
898
+20
| +2% | +$5.01K | 0.01% | 522 |
|
|
2024
Q1 | $159K | Sell |
878
-61
| -6% | -$11.1K | 0.01% | 563 |
|
|
2023
Q4 | $161K | Buy |
939
+88
| +10% | +$15.1K | 0.01% | 492 |
|
|
2023
Q3 | $117K | Buy |
851
+23
| +3% | +$3.17K | 0.01% | 514 |
|
|
2023
Q2 | $102K | Sell |
828
-118
| -12% | -$14.6K | 0.01% | 575 |
|
|
2023
Q1 | $109K | Buy |
946
+18
| +2% | +$2.08K | 0.01% | 516 |
|
|
2022
Q4 | $101K | Buy |
928
+105
| +13% | +$11.5K | 0.02% | 502 |
|
|
2022
Q3 | $68K | Buy |
823
+17
| +2% | +$1.41K | 0.02% | 548 |
|
|
2022
Q2 | $75K | Buy |
+806
| New | +$75K | 0.02% | 464 |
|