F/M Investments’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.87M Buy
10,618
+374
+4% +$101K 0.1% 193
2025
Q1
$2.05M Sell
10,244
-7,281
-42% -$1.45M 0.08% 226
2024
Q4
$4.86M Sell
17,525
-58,197
-77% -$16.1M 0.18% 118
2024
Q3
$19.2M Sell
75,722
-444
-0.6% -$112K 0.6% 31
2024
Q2
$15.9M Buy
+76,166
New +$15.9M 0.57% 34