James Investment Research’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.76M | Buy |
|
|||||
|
2025
Q2 | $1.83M | Hold |
|
|||||
|
2025
Q1 | $1.35M | Hold |
|
|||||
|
2024
Q4 | $1.88M | Sell |
|
|||||
|
2024
Q3 | $1.72M | Hold |
|
|||||
|
2024
Q2 | $1.41M | Sell |
|
|||||
|
2024
Q1 | $1.31M | Buy |
|
|||||
|
2023
Q4 | $1.16M | Hold |
|
|||||
|
2023
Q3 | $934K | Hold |
|
|||||
|
2023
Q2 | $837K | Hold |
|
|||||
|
2023
Q1 | $782K | Sell |
|
|||||
|
2022
Q4 | $828K | Hold |
|
|||||
|
2022
Q3 | $625K | Hold |
|
|||||
|
2022
Q2 | $711K | Buy |
|
|||||
|
2022
Q1 | $843K | Sell |
|
|||||
|
2021
Q4 | $1.2M | Sell |
|
|||||
|
2021
Q3 | $1.38M | Hold |
|
|||||
|
2021
Q2 | $1.46M | Sell |
|
|||||
|
2021
Q1 | $1.78M | Hold |
|
|||||
|
2020
Q4 | $1.48M | Hold |
|
|||||
|
2020
Q3 | $885K | Buy |
|
|||||
|
2020
Q2 | $328K | Buy |
|
|||||
|
2020
Q1 | $94K | Sell |
|
|||||
|
2019
Q4 | $252K | Sell |
|
|||||
|
2019
Q3 | $358K | Sell |
|
|||||
|
2019
Q2 | $613K | Sell |
|
|||||
|
2019
Q1 | $1.2M | Buy |
|
|||||
|
2018
Q4 | $560K | Sell |
|
|||||
|
2018
Q3 | $3.1M | Buy |
|
|||||
|
2018
Q2 | $2.84M | Sell |
|
|||||
|
2018
Q1 | $2.44M | Buy |
|
|||||
|
2017
Q4 | $2.22M | Buy |
|
|||||
|
2017
Q3 | $1.89M | Buy |
|
|||||
|
2017
Q2 | $1.27M | Buy |
|
|||||
|
2017
Q1 | $136K | Buy |
|