Joel Isaacson & Co’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
+758
| New | +$205K | 0.01% | 398 |
|
|
2025
Q1 | – | Sell |
-752
| Closed | -$209K | – | 407 |
|
|
2024
Q4 | $209K | Buy |
+752
| New | +$209K | 0.01% | 359 |
|
|
2022
Q1 | – | Sell |
-3,000
| Closed | -$408K | – | 316 |
|
|
2021
Q4 | $408K | Hold |
3,000
| – | – | 0.03% | 216 |
|
|
2021
Q3 | $401K | Hold |
3,000
| – | – | 0.03% | 208 |
|
|
2021
Q2 | $422K | Hold |
3,000
| – | – | 0.03% | 194 |
|
|
2021
Q1 | $395K | Buy |
+3,000
| New | +$395K | 0.03% | 184 |
|