Financial Management Professionals’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $540 | Hold |
2
| – | – | ﹤0.01% | 906 |
|
|
2025
Q1 | $399 | Hold |
2
| – | – | ﹤0.01% | 910 |
|
|
2024
Q4 | $554 | Hold |
2
| – | – | ﹤0.01% | 879 |
|
|
2024
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 824 |
|
|
2024
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 928 |
|
|
2024
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 976 |
|
|
2023
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 959 |
|
|
2023
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 920 |
|
|
2021
Q4 | – | Sell |
-39
| Closed | -$5K | – | 985 |
|
|
2021
Q3 | $5K | Hold |
39
| – | – | ﹤0.01% | 586 |
|
|
2021
Q2 | $5K | Buy |
+39
| New | +$5K | ﹤0.01% | 517 |
|
|
2018
Q4 | – | Sell |
-99
| Closed | -$10K | – | 285 |
|
|
2018
Q3 | $10K | Buy |
+99
| New | +$10K | ﹤0.01% | 167 |
|