Journey Strategic Wealth’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $601K | Buy |
2,227
+682
| +44% | +$184K | 0.02% | 252 |
|
|
2025
Q1 | $309K | Buy |
1,545
+49
| +3% | +$9.79K | 0.01% | 329 |
|
|
2024
Q4 | $415K | Hold |
1,496
| – | – | 0.02% | 259 |
|
|
2024
Q3 | $379K | Buy |
1,496
+2
| +0.1% | +$507 | 0.01% | 274 |
|
|
2024
Q2 | $311K | Buy |
1,494
+116
| +8% | +$24.2K | 0.01% | 244 |
|
|
2024
Q1 | $265K | Sell |
1,378
-27
| -2% | -$5.2K | 0.01% | 213 |
|
|
2023
Q4 | $240K | Buy |
+1,405
| New | +$240K | 0.01% | 175 |
|
|
2022
Q2 | – | Sell |
-1,915
| Closed | -$213K | – | 153 |
|
|
2022
Q1 | $213K | Buy |
1,915
+170
| +10% | +$18.9K | 0.02% | 153 |
|
|
2021
Q4 | $237K | Buy |
+1,745
| New | +$237K | 0.02% | 161 |
|