Great Diamond Partners’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $980K | Sell |
3,631
-5,894
| -62% | -$1.59M | 0.21% | 111 |
|
|
2025
Q1 | $1.9M | Buy |
9,525
+81
| +0.9% | +$16.2K | 0.52% | 60 |
|
|
2024
Q4 | $2.62M | Sell |
9,444
-14
| -0.1% | -$3.88K | 0.68% | 40 |
|
|
2024
Q3 | $2.4M | Buy |
9,458
+6,198
| +190% | +$1.57M | 0.61% | 47 |
|
|
2024
Q2 | $679K | Buy |
3,260
+6
| +0.2% | +$1.25K | 0.16% | 114 |
|
|
2024
Q1 | $627K | Buy |
+3,254
| New | +$627K | 0.14% | 120 |
|