InceptionR’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Sell |
983
-2,417
| -71% | -$653K | 0.06% | 479 |
|
|
2025
Q1 | $679K | Buy |
3,400
+20
| +0.6% | +$3.99K | 0.2% | 189 |
|
|
2024
Q4 | $937K | Buy |
3,380
+2,038
| +152% | +$565K | 0.21% | 173 |
|
|
2024
Q3 | $340K | Buy |
+1,342
| New | +$340K | 0.08% | 424 |
|
|
2024
Q2 | – | Sell |
-8,596
| Closed | -$1.66M | – | 675 |
|
|
2024
Q1 | $1.66M | Buy |
8,596
+5,604
| +187% | +$1.08M | 0.43% | 32 |
|
|
2023
Q4 | $512K | Sell |
2,992
-870
| -23% | -$149K | 0.37% | 98 |
|
|
2023
Q3 | $532K | Buy |
3,862
+1,123
| +41% | +$155K | 0.3% | 132 |
|
|
2023
Q2 | $339K | Sell |
2,739
-3,431
| -56% | -$424K | 0.18% | 237 |
|
|
2023
Q1 | $712K | Buy |
+6,170
| New | +$712K | 0.23% | 171 |
|