Legacy Wealth Asset 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 | $1.29M | Sell |
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|
2025
Q2 | $1.27M | Buy |
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|
2025
Q1 | $903K | Sell |
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|
2024
Q4 | $1.3M | Sell |
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|
2024
Q3 | $1.3M | Sell |
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|
2024
Q2 | $1.07M | Sell |
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|
2024
Q1 | $994K | Sell |
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|
2023
Q4 | $885K | Sell |
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|
2023
Q3 | $795K | Sell |
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|
2023
Q2 | $722K | Sell |
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|
2023
Q1 | $686K | Sell |
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|
2022
Q4 | $725K | Sell |
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|
2022
Q3 | $550K | Sell |
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|
2022
Q2 | $632K | Buy |
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|
2022
Q1 | $727K | Buy |
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|
2021
Q4 | $854K | Buy |
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|
2021
Q3 | $800K | Buy |
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|
2021
Q2 | $725K | Sell |
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|
2021
Q1 | $756K | Buy |
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|
2020
Q4 | $627K | Buy |
|