Manchester 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 | $13.5K | Sell |
50
-1,801
| -97% | -$486K | ﹤0.01% | 787 |
|
|
2025
Q1 | $370K | Buy |
1,851
+274
| +17% | +$54.7K | 0.05% | 251 |
|
|
2024
Q4 | $437K | Hold |
1,577
| – | – | 0.05% | 212 |
|
|
2024
Q3 | $400K | Buy |
1,577
+669
| +74% | +$169K | 0.05% | 235 |
|
|
2024
Q2 | $189K | Hold |
908
| – | – | 0.02% | 323 |
|
|
2024
Q1 | $175K | Buy |
908
+859
| +1,753% | +$165K | 0.02% | 325 |
|
|
2023
Q4 | $8.38K | Hold |
49
| – | – | ﹤0.01% | 626 |
|
|
2023
Q3 | $6.76K | Hold |
49
| – | – | ﹤0.01% | 614 |
|
|
2023
Q2 | $6.06K | Sell |
49
-27
| -36% | -$3.34K | ﹤0.01% | 598 |
|
|
2023
Q1 | $8.77K | Hold |
76
| – | – | ﹤0.01% | 561 |
|
|
2022
Q4 | $8.29K | Buy |
76
+44
| +138% | +$4.8K | ﹤0.01% | 483 |
|
|
2022
Q3 | $3K | Buy |
+32
| New | +$3K | ﹤0.01% | 573 |
|
|
2022
Q2 | – | Sell |
-12
| Closed | -$1K | – | 1019 |
|
|
2022
Q1 | $1K | Buy |
12
+10
| +500% | +$833 | ﹤0.01% | 923 |
|
|
2021
Q4 | $0 | Sell |
2
-4
| -67% | – | ﹤0.01% | 1041 |
|
|
2021
Q3 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 950 |
|