Monument 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
Q1 | – | Sell |
-16,724
| Closed | -$4.64M | – | 206 |
|
|
2024
Q4 | $4.64M | Sell |
16,724
-402
| -2% | -$111K | 1.28% | 19 |
|
|
2024
Q3 | $4.34M | Sell |
17,126
-143
| -0.8% | -$36.2K | 1.2% | 22 |
|
|
2024
Q2 | $3.6M | Sell |
17,269
-175
| -1% | -$36.5K | 1.06% | 26 |
|
|
2024
Q1 | $3.36M | Sell |
17,444
-1,596
| -8% | -$307K | 0.97% | 30 |
|
|
2023
Q4 | $3.26M | Sell |
19,040
-630
| -3% | -$108K | 1.05% | 23 |
|
|
2023
Q3 | $2.71M | Buy |
+19,670
| New | +$2.71M | 0.91% | 26 |
|
|
2022
Q4 | – | Sell |
-15,750
| Closed | -$1.3M | – | 161 |
|
|
2022
Q3 | $1.3M | Buy |
15,750
+3,152
| +25% | +$259K | 0.49% | 62 |
|
|
2022
Q2 | $1.18M | Sell |
12,598
-1,677
| -12% | -$157K | 0.44% | 64 |
|
|
2022
Q1 | $1.59M | Buy |
14,275
+3,918
| +38% | +$436K | 0.52% | 60 |
|
|
2021
Q4 | $1.41M | Sell |
10,357
-4,740
| -31% | -$644K | 0.44% | 69 |
|
|
2021
Q3 | $2.02M | Sell |
15,097
-201
| -1% | -$26.9K | 0.69% | 58 |
|
|
2021
Q2 | $2.15M | Buy |
+15,298
| New | +$2.15M | 0.75% | 57 |
|