Focus Partners Wealth’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.24M | Buy |
23,120
+1,333
| +6% | +$360K | 0.01% | 607 |
|
|
2025
Q1 | $4.35M | Buy |
21,787
+422
| +2% | +$84.3K | 0.01% | 662 |
|
|
2024
Q4 | $5.92M | Buy |
21,365
+547
| +3% | +$152K | 0.02% | 574 |
|
|
2024
Q3 | $5.27M | Buy |
20,818
+19,328
| +1,297% | +$4.9M | 0.02% | 544 |
|
|
2024
Q2 | $311K | Buy |
+1,490
| New | +$311K | ﹤0.01% | 1062 |
|