Mather Group’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-34
Closed -$6.79K 955
2025
Q1
$6.79K Hold
34
﹤0.01% 1342
2024
Q4
$9.42K Sell
34
-7
-17% -$1.94K ﹤0.01% 1258
2024
Q3
$10.4K Sell
41
-338
-89% -$85.6K ﹤0.01% 1171
2024
Q2
$73K Buy
379
+339
+848% +$65.3K ﹤0.01% 900
2024
Q1
$6.84K Buy
+40
New +$6.84K ﹤0.01% 1288