Global Retirement Partners’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $168K | Buy |
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|
2025
Q2 | $33.2K | Buy |
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|
2024
Q4 | $110K | Buy |
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|
2024
Q3 | $86.1K | Sell |
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|
2024
Q2 | $78.9K | Sell |
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|
2024
Q1 | $101K | Sell |
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|
2023
Q4 | $103K | Buy |
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|
2023
Q3 | $43.2K | Sell |
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|
2023
Q2 | $51.2K | Buy |
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|
2023
Q1 | $41.8K | Buy |
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|
2022
Q4 | $13.1K | Buy |
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|
2022
Q3 | $13K | Sell |
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|
2022
Q2 | $12K | Buy |
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|
2022
Q1 | $13K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $8K | Hold |
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|
2019
Q3 | $9K | Buy |
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|
2019
Q2 | $10K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $16K | Buy |
|