Investment House LLC’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Buy |
+850
| New | +$230K | 0.01% | 207 |
|
|
2025
Q1 | – | Sell |
-850
| Closed | -$236K | – | 217 |
|
|
2024
Q4 | $236K | Sell |
850
-100
| -11% | -$27.7K | 0.01% | 190 |
|
|
2024
Q3 | $241K | Buy |
+950
| New | +$241K | 0.01% | 199 |
|
|
2024
Q2 | – | Sell |
-1,050
| Closed | -$202K | – | 214 |
|
|
2024
Q1 | $202K | Buy |
+1,050
| New | +$202K | 0.01% | 208 |
|