MassMutual Private Wealth & Trust’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 | $82K | Hold |
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|
2025
Q2 | $65.6K | Buy |
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|
2025
Q1 | $48.1K | Buy |
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|
2024
Q4 | $41.3K | Buy |
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|
2024
Q3 | $30.1K | Buy |
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|
2024
Q2 | $19.6K | Sell |
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|
2024
Q1 | $24.1K | Buy |
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|
2023
Q4 | $21.2K | Buy |
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|
2023
Q3 | $14.8K | Buy |
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|
2023
Q2 | $12.4K | Sell |
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|
2023
Q1 | $12K | Buy |
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|
2022
Q4 | $5K | Sell |
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|
2022
Q3 | $5K | Sell |
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|
2022
Q2 | $7K | Buy |
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|
2022
Q1 | $1K | Buy |
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|
2016
Q2 | – | Hold |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1.46K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $167K | Buy |
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