Executive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $6.27M | Sell |
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|
2023
Q4 | $9.96M | Sell |
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|
2023
Q3 | $8.31M | Buy |
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|
2023
Q2 | $7.32M | Buy |
|
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|
2023
Q1 | $5.48M | Sell |
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|
2022
Q4 | $5.83M | Buy |
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|
2022
Q3 | $4.07K | Sell |
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|
2022
Q2 | $3.77M | Sell |
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|
2022
Q1 | $5.35M | Buy |
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|
2021
Q4 | $4.21M | Buy |
|