Itau Unibanco Holding S.A.’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,500
| Closed | -$1.5M | – | 387 |
|
|
2025
Q1 | $1.5M | Buy |
7,500
+5,300
| +241% | +$1.06M | 0.06% | 101 |
|
|
2024
Q4 | $611K | Buy |
+2,200
| New | +$611K | 0.02% | 138 |
|
|
2022
Q4 | – | Sell |
-2,447
| Closed | -$201K | – | 545 |
|
|
2022
Q3 | $201K | Buy |
+2,447
| New | +$201K | 0.01% | 225 |
|
|
2020
Q2 | – | Sell |
-1,080
| Closed | -$50K | – | 239 |
|
|
2020
Q1 | $50K | Sell |
1,080
-150
| -12% | -$6.94K | ﹤0.01% | 262 |
|
|
2019
Q4 | $92K | Buy |
+1,230
| New | +$92K | ﹤0.01% | 523 |
|
|
2019
Q3 | – | Sell |
-4,855
| Closed | -$430K | – | 428 |
|
|
2019
Q2 | $430K | Buy |
4,855
+4,270
| +730% | +$378K | 0.02% | 336 |
|
|
2019
Q1 | $41K | Hold |
585
| – | – | ﹤0.01% | 538 |
|
|
2018
Q4 | $41K | Sell |
585
-821
| -58% | -$57.5K | ﹤0.01% | 538 |
|
|
2018
Q3 | $141K | Sell |
1,406
-345
| -20% | -$34.6K | 0.01% | 389 |
|
|
2018
Q2 | $185K | Buy |
+1,751
| New | +$185K | 0.02% | 322 |
|
|
2017
Q2 | – | Sell |
-104
| Closed | -$8K | – | 692 |
|
|
2017
Q1 | $8K | Buy |
104
+34
| +49% | +$2.62K | ﹤0.01% | 581 |
|
|
2016
Q4 | $5K | Buy |
+70
| New | +$5K | ﹤0.01% | 353 |
|