MAI 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
Q2 | $68.9K | Buy |
|
|||||
|
2025
Q1 | $19.2K | Sell |
|
|||||
|
2024
Q4 | $30.8K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $557K | Sell |
|
|||||
|
2024
Q1 | $546K | Sell |
|
|||||
|
2023
Q4 | $489K | Sell |
|
|||||
|
2023
Q3 | $395K | Sell |
|
|||||
|
2023
Q2 | $355K | Sell |
|
|||||
|
2023
Q1 | $682K | Buy |
|
|||||
|
2022
Q4 | $633K | Buy |
|
|||||
|
2022
Q3 | $258K | Buy |
|