Global Financial Private Client’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 | – | Sell |
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|
2025
Q1 | $10.2K | Buy |
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|
2024
Q4 | $13K | Buy |
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|
2024
Q3 | $11.1K | Hold |
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|
2024
Q2 | $9.17K | Hold |
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|
2024
Q1 | $8.33K | Hold |
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|
2023
Q4 | $7.53K | Hold |
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|
2023
Q3 | $5.91K | Hold |
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|
2023
Q2 | $5.48K | Hold |
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|
2023
Q1 | $5.08K | Hold |
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|
2022
Q4 | $4.8K | Hold |
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|
2022
Q3 | $3.73K | Hold |
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|
2022
Q2 | $4.14K | Hold |
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|
2022
Q1 | $4.92K | Hold |
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|
2021
Q4 | $5.98K | Hold |
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|
2021
Q3 | $6.08K | Hold |
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|
2021
Q2 | $6.25K | Hold |
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|
2021
Q1 | $5.98K | Hold |
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|
2020
Q4 | $4.82K | Hold |
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|
2020
Q3 | $2.91K | Hold |
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|
2020
Q2 | $2.47K | Buy |
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|
2020
Q1 | $1.09K | Hold |
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|
2019
Q4 | $1.79K | Buy |
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