GeoWealth Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.1K | Sell |
104
-353
| -77% | -$95.4K | ﹤0.01% | 1025 |
|
|
2025
Q1 | $91.3K | Sell |
457
-55
| -11% | -$11K | ﹤0.01% | 803 |
|
|
2024
Q4 | $142K | Buy |
512
+39
| +8% | +$10.8K | ﹤0.01% | 873 |
|
|
2024
Q3 | $120K | Buy |
473
+11
| +2% | +$2.79K | ﹤0.01% | 855 |
|
|
2024
Q2 | $96.3K | Buy |
462
+157
| +51% | +$32.7K | ﹤0.01% | 777 |
|
|
2024
Q1 | $58.7K | Buy |
+305
| New | +$58.7K | ﹤0.01% | 800 |
|