Hohimer Wealth Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,761
| Closed | -$1.41M | – | 239 |
|
|
2024
Q2 | $1.41M | Sell |
6,761
-114
| -2% | -$23.8K | 0.33% | 84 |
|
|
2024
Q1 | $1.32M | Buy |
6,875
+25
| +0.4% | +$4.82K | 0.31% | 89 |
|
|
2023
Q4 | $1.17M | Buy |
6,850
+121
| +2% | +$20.7K | 0.3% | 96 |
|
|
2023
Q3 | $928K | Hold |
6,729
| – | – | 0.27% | 103 |
|
|
2023
Q2 | $832K | Sell |
6,729
-304
| -4% | -$37.6K | 0.23% | 118 |
|
|
2023
Q1 | $811K | Buy |
7,033
+3,503
| +99% | +$404K | 0.24% | 113 |
|
|
2022
Q4 | $385K | Sell |
3,530
-4,795
| -58% | -$523K | 0.12% | 129 |
|
|
2022
Q3 | $685K | Sell |
8,325
-18
| -0.2% | -$1.48K | 0.22% | 119 |
|
|
2022
Q2 | $781K | Sell |
8,343
-4,513
| -35% | -$422K | 0.23% | 124 |
|
|
2022
Q1 | $1.43M | Buy |
12,856
+761
| +6% | +$84.7K | 0.28% | 103 |
|
|
2021
Q4 | $1.64M | Sell |
12,095
-1,892
| -14% | -$257K | 0.35% | 91 |
|
|
2021
Q3 | $1.87M | Sell |
13,987
-216
| -2% | -$28.9K | 0.39% | 88 |
|
|
2021
Q2 | $2M | Sell |
14,203
-9,304
| -40% | -$1.31M | 0.41% | 88 |
|
|
2021
Q1 | $3.1M | Buy |
23,507
+3,667
| +18% | +$483K | 0.75% | 43 |
|
|
2020
Q4 | $2.18M | Sell |
19,840
-31
| -0.2% | -$3.4K | 0.58% | 64 |
|
|
2020
Q3 | $1.54M | Sell |
19,871
-2
| -0% | -$155 | 0.44% | 77 |
|
|
2020
Q2 | $1.17M | Sell |
19,873
-397
| -2% | -$23.4K | 0.4% | 89 |
|
|
2020
Q1 | $1.03M | Buy |
20,270
+9,679
| +91% | +$492K | 0.44% | 98 |
|
|
2019
Q4 | $792K | Buy |
+10,591
| New | +$792K | 0.28% | 137 |
|