Isthmus 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
Q2 | $936K | Sell |
|
|||||
|
2025
Q1 | $697K | Sell |
|
|||||
|
2024
Q4 | $1.07M | Hold |
|
|||||
|
2024
Q3 | $978K | Hold |
|
|||||
|
2024
Q2 | $805K | Hold |
|
|||||
|
2024
Q1 | $743K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $95K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $570K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $50K | Hold |
|
|||||
|
2018
Q2 | $53K | Hold |
|
|||||
|
2018
Q1 | $44K | Hold |
|
|||||
|
2017
Q4 | $45K | Hold |
|
|||||
|
2017
Q3 | $40K | Sell |
|
|||||
|
2017
Q2 | $42K | Hold |
|
|||||
|
2017
Q1 | $47K | Hold |
|
|||||
|
2016
Q4 | $41K | Hold |
|
|||||
|
2016
Q3 | $32K | Buy |
|