Joel Isaacson & Co’s Evercore EVR Stock Holding History

Joel Isaacson & Co’s Portfolio EVR Stock Details EVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$205K	Buy
2025 Q1	–	Sell
2024 Q4	$209K	Buy
2022 Q1	–	Sell
2021 Q4	$408K	Hold
2021 Q3	$401K	Hold
2021 Q2	$422K	Hold
2021 Q1	$395K	Buy