MAI Capital Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.9K | Buy |
255
+159
| +166% | +$43K | ﹤0.01% | 1583 |
|
|
2025
Q1 | $19.2K | Sell |
96
-15
| -14% | -$3K | ﹤0.01% | 2064 |
|
|
2024
Q4 | $30.8K | Buy |
+111
| New | +$30.8K | ﹤0.01% | 1899 |
|
|
2024
Q3 | – | Sell |
-2,674
| Closed | -$557K | – | 1113 |
|
|
2024
Q2 | $557K | Sell |
2,674
-163
| -6% | -$34K | 0.01% | 751 |
|
|
2024
Q1 | $546K | Sell |
2,837
-23
| -0.8% | -$4.43K | 0.01% | 738 |
|
|
2023
Q4 | $489K | Sell |
2,860
-3
| -0.1% | -$513 | 0.01% | 691 |
|
|
2023
Q3 | $395K | Sell |
2,863
-9
| -0.3% | -$1.24K | 0.01% | 696 |
|
|
2023
Q2 | $355K | Sell |
2,872
-3,040
| -51% | -$376K | 0.01% | 744 |
|
|
2023
Q1 | $682K | Buy |
5,912
+110
| +2% | +$12.7K | 0.01% | 525 |
|
|
2022
Q4 | $633K | Buy |
5,802
+2,664
| +85% | +$291K | 0.01% | 531 |
|
|
2022
Q3 | $258K | Buy |
+3,138
| New | +$258K | ﹤0.01% | 727 |
|