GHP Investment Advisors’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$12.2K Hold
2025
Q1
$8.99K Hold
2024
Q4
$12.5K Hold
2024
Q3
$11.4K Buy
2023
Q4
Sell
2023
Q3
$5.9K Hold
2023
Q2
$6.22K Buy
2022
Q4
Sell
2022
Q3
$30K Buy