Moody Aldrich Partners’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 | $268K | Sell |
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|
2025
Q1 | $202K | Sell |
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|
2024
Q4 | $692K | Sell |
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|
2024
Q3 | $635K | Sell |
|
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|
2024
Q2 | $6.8M | Sell |
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|
2024
Q1 | $11.8M | Sell |
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|
2023
Q4 | $11.5M | Sell |
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|
2023
Q3 | $11.1M | Buy |
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|
2023
Q2 | $8.55M | Buy |
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|
2023
Q1 | $6.45M | Buy |
|
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|
2022
Q4 | $5.31M | Buy |
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|
2022
Q3 | $1.45M | Sell |
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|
2022
Q2 | $6.05M | Sell |
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|
2022
Q1 | $12.8M | Buy |
|
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|
2021
Q4 | $13.1M | Sell |
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|
2021
Q3 | $15M | Buy |
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|
2021
Q2 | $13.7M | Sell |
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|
2021
Q1 | $14.4M | Buy |
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|
2020
Q4 | $7.7M | Buy |
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|
2020
Q3 | $981K | Hold |
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|
2020
Q2 | $883K | Buy |
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|
2020
Q1 | $434K | Buy |
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