GHP Investment Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2K | Hold |
45
| – | – | ﹤0.01% | 693 |
|
|
2025
Q1 | $8.99K | Hold |
45
| – | – | ﹤0.01% | 705 |
|
|
2024
Q4 | $12.5K | Hold |
45
| – | – | ﹤0.01% | 670 |
|
|
2024
Q3 | $11.4K | Buy |
+45
| New | +$11.4K | ﹤0.01% | 702 |
|
|
2023
Q4 | – | Sell |
-45
| Closed | -$5.9K | – | 877 |
|
|
2023
Q3 | $5.9K | Hold |
45
| – | – | ﹤0.01% | 769 |
|
|
2023
Q2 | $6.22K | Buy |
+45
| New | +$6.22K | ﹤0.01% | 752 |
|
|
2022
Q4 | – | Sell |
-364
| Closed | -$30K | – | 942 |
|
|
2022
Q3 | $30K | Buy |
+364
| New | +$30K | ﹤0.01% | 534 |
|