Foster & Motley’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Sell |
1,418
-1,649
| -54% | -$445K | 0.02% | 314 |
|
|
2025
Q1 | $613K | Sell |
3,067
-1,229
| -29% | -$246K | 0.04% | 261 |
|
|
2024
Q4 | $1.19M | Sell |
4,296
-1,205
| -22% | -$334K | 0.08% | 203 |
|
|
2024
Q3 | $1.39M | Sell |
5,501
-963
| -15% | -$244K | 0.09% | 189 |
|
|
2024
Q2 | $1.35M | Sell |
6,464
-92
| -1% | -$19.2K | 0.09% | 181 |
|
|
2024
Q1 | $1.26M | Buy |
6,556
+3
| +0% | +$578 | 0.09% | 187 |
|
|
2023
Q4 | $1.12M | Buy |
6,553
+2,532
| +63% | +$433K | 0.08% | 188 |
|
|
2023
Q3 | $554K | Buy |
+4,021
| New | +$554K | 0.05% | 252 |
|