Kendall Capital Management’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 | $278K | Sell |
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|
2025
Q2 | $238K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $299K | Sell |
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|
2024
Q3 | $358K | Sell |
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|
2024
Q2 | $512K | Sell |
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|
2024
Q1 | $653K | Sell |
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|
2023
Q4 | $671K | Sell |
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|
2023
Q3 | $865K | Sell |
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|
2023
Q2 | $932K | Sell |
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|
2023
Q1 | $917K | Hold |
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|
2022
Q4 | $867K | Sell |
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|
2022
Q3 | $690K | Sell |
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|
2022
Q2 | $804K | Buy |
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|
2022
Q1 | $930K | Buy |
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|
2021
Q4 | $912K | Buy |
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|
2021
Q3 | $718K | Buy |
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|
2021
Q2 | $465K | Buy |
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