LWAM
Legacy Wealth Asset Management’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
4,690
+170
| +4% | +$45.9K | 0.32% | 81 |
|
|
2025
Q1 | $903K | Sell |
4,520
-171
| -4% | -$34.2K | 0.25% | 103 |
|
|
2024
Q4 | $1.3M | Sell |
4,691
-426
| -8% | -$118K | 0.35% | 70 |
|
|
2024
Q3 | $1.3M | Sell |
5,117
-36
| -0.7% | -$9.12K | 0.35% | 79 |
|
|
2024
Q2 | $1.07M | Sell |
5,153
-8
| -0.2% | -$1.67K | 0.3% | 90 |
|
|
2024
Q1 | $994K | Sell |
5,161
-15
| -0.3% | -$2.89K | 0.28% | 100 |
|
|
2023
Q4 | $885K | Sell |
5,176
-592
| -10% | -$101K | 0.29% | 102 |
|
|
2023
Q3 | $795K | Sell |
5,768
-75
| -1% | -$10.3K | 0.29% | 106 |
|
|
2023
Q2 | $722K | Sell |
5,843
-104
| -2% | -$12.9K | 0.25% | 120 |
|
|
2023
Q1 | $686K | Sell |
5,947
-704
| -11% | -$81.2K | 0.25% | 134 |
|
|
2022
Q4 | $725K | Sell |
6,651
-35
| -0.5% | -$3.82K | 0.28% | 123 |
|
|
2022
Q3 | $550K | Sell |
6,686
-66
| -1% | -$5.43K | 0.24% | 149 |
|
|
2022
Q2 | $632K | Buy |
6,752
+218
| +3% | +$20.4K | 0.26% | 147 |
|
|
2022
Q1 | $727K | Buy |
6,534
+246
| +4% | +$27.4K | 0.26% | 152 |
|
|
2021
Q4 | $854K | Buy |
6,288
+305
| +5% | +$41.4K | 0.29% | 136 |
|
|
2021
Q3 | $800K | Buy |
5,983
+830
| +16% | +$111K | 0.37% | 105 |
|
|
2021
Q2 | $725K | Sell |
5,153
-589
| -10% | -$82.9K | 0.32% | 129 |
|
|
2021
Q1 | $756K | Buy |
5,742
+23
| +0.4% | +$3.03K | 0.35% | 113 |
|
|
2020
Q4 | $627K | Buy |
+5,719
| New | +$627K | 0.32% | 131 |
|