Isthmus 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 | $936K | Sell |
3,465
-25
| -0.7% | -$6.75K | 0.11% | 117 |
|
|
2025
Q1 | $697K | Sell |
3,490
-370
| -10% | -$73.9K | 0.09% | 125 |
|
|
2024
Q4 | $1.07M | Hold |
3,860
| – | – | 0.13% | 113 |
|
|
2024
Q3 | $978K | Hold |
3,860
| – | – | 0.12% | 111 |
|
|
2024
Q2 | $805K | Hold |
3,860
| – | – | 0.09% | 117 |
|
|
2024
Q1 | $743K | Buy |
+3,860
| New | +$743K | 0.08% | 126 |
|
|
2021
Q3 | – | Sell |
-675
| Closed | -$95K | – | 187 |
|
|
2021
Q2 | $95K | Buy |
+675
| New | +$95K | 0.02% | 170 |
|
|
2019
Q2 | – | Sell |
-6,585
| Closed | -$570K | – | 158 |
|
|
2019
Q1 | $570K | Buy |
+6,585
| New | +$570K | 0.14% | 113 |
|
|
2018
Q4 | – | Sell |
-500
| Closed | -$50K | – | 184 |
|
|
2018
Q3 | $50K | Hold |
500
| – | – | 0.01% | 181 |
|
|
2018
Q2 | $53K | Hold |
500
| – | – | 0.01% | 171 |
|
|
2018
Q1 | $44K | Hold |
500
| – | – | 0.01% | 182 |
|
|
2017
Q4 | $45K | Hold |
500
| – | – | 0.01% | 179 |
|
|
2017
Q3 | $40K | Sell |
500
-100
| -17% | -$8K | 0.01% | 186 |
|
|
2017
Q2 | $42K | Hold |
600
| – | – | 0.01% | 186 |
|
|
2017
Q1 | $47K | Hold |
600
| – | – | 0.01% | 185 |
|
|
2016
Q4 | $41K | Hold |
600
| – | – | 0.01% | 193 |
|
|
2016
Q3 | $32K | Buy |
+600
| New | +$32K | 0.01% | 189 |
|