Financial Management Professionals’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $597 | Hold |
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|
2025
Q4 | $681 | Hold |
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|
2025
Q3 | $675 | Hold |
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|
2025
Q2 | $540 | Hold |
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|
2025
Q1 | $399 | Hold |
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|
2024
Q4 | $554 | Hold |
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|
2024
Q3 | $1K | Hold |
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|
2024
Q2 | $0 | Hold |
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|
2024
Q1 | $0 | Hold |
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|
2023
Q4 | $0 | Hold |
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|
2023
Q3 | $0 | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $5K | Hold |
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|
2021
Q2 | $5K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $10K | Buy |
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