Fielder Capital Group’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Buy |
1,232
+57
| +5% | +$15.4K | 0.09% | 150 |
|
|
2025
Q1 | $235K | Buy |
1,175
+70
| +6% | +$14K | 0.07% | 184 |
|
|
2024
Q4 | $306K | Buy |
1,105
+47
| +4% | +$13K | 0.1% | 138 |
|
|
2024
Q3 | $268K | Hold |
1,058
| – | – | 0.09% | 149 |
|
|
2024
Q2 | $221K | Sell |
1,058
-4
| -0.4% | -$834 | 0.08% | 160 |
|
|
2024
Q1 | $205K | Buy |
+1,062
| New | +$205K | 0.09% | 164 |
|