EverSource Wealth Advisors’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 | $400K | Buy |
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|
2025
Q1 | $151K | Buy |
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|
2024
Q4 | $197K | Buy |
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|
2024
Q3 | $160K | Sell |
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|
2024
Q2 | $225K | Buy |
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|
2024
Q1 | $159K | Sell |
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|
2023
Q4 | $161K | Buy |
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|
2023
Q3 | $117K | Buy |
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|
2023
Q2 | $102K | Sell |
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|
2023
Q1 | $109K | Buy |
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|
2022
Q4 | $101K | Buy |
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|
2022
Q3 | $68K | Buy |
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|
2022
Q2 | $75K | Buy |
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