MAP
Moody Aldrich Partners’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Sell |
992
-21
| -2% | -$5.67K | 0.05% | 154 |
|
|
2025
Q1 | $202K | Sell |
1,013
-1,484
| -59% | -$296K | 0.04% | 167 |
|
|
2024
Q4 | $692K | Sell |
2,497
-11
| -0.4% | -$3.05K | 0.13% | 119 |
|
|
2024
Q3 | $635K | Sell |
2,508
-30,120
| -92% | -$7.63M | 0.12% | 118 |
|
|
2024
Q2 | $6.8M | Sell |
32,628
-28,502
| -47% | -$5.94M | 1.33% | 14 |
|
|
2024
Q1 | $11.8M | Sell |
61,130
-6,098
| -9% | -$1.17M | 2% | 2 |
|
|
2023
Q4 | $11.5M | Sell |
67,228
-13,433
| -17% | -$2.3M | 2.07% | 1 |
|
|
2023
Q3 | $11.1M | Buy |
80,661
+11,520
| +17% | +$1.59M | 2.11% | 3 |
|
|
2023
Q2 | $8.55M | Buy |
69,141
+13,247
| +24% | +$1.64M | 1.66% | 13 |
|
|
2023
Q1 | $6.45M | Buy |
55,894
+7,189
| +15% | +$829K | 1.3% | 22 |
|
|
2022
Q4 | $5.31M | Buy |
48,705
+31,055
| +176% | +$3.39M | 1.08% | 29 |
|
|
2022
Q3 | $1.45M | Sell |
17,650
-46,985
| -73% | -$3.87M | 0.3% | 100 |
|
|
2022
Q2 | $6.05M | Sell |
64,635
-50,441
| -44% | -$4.72M | 1.19% | 27 |
|
|
2022
Q1 | $12.8M | Buy |
115,076
+18,954
| +20% | +$2.11M | 1.8% | 12 |
|
|
2021
Q4 | $13.1M | Sell |
96,122
-16,077
| -14% | -$2.18M | 1.82% | 6 |
|
|
2021
Q3 | $15M | Buy |
112,199
+14,771
| +15% | +$1.97M | 1.9% | 5 |
|
|
2021
Q2 | $13.7M | Sell |
97,428
-11,808
| -11% | -$1.66M | 1.93% | 3 |
|
|
2021
Q1 | $14.4M | Buy |
109,236
+39,000
| +56% | +$5.14M | 2.08% | 4 |
|
|
2020
Q4 | $7.7M | Buy |
70,236
+55,251
| +369% | +$6.06M | 1.24% | 21 |
|
|
2020
Q3 | $981K | Hold |
14,985
| – | – | 0.21% | 106 |
|
|
2020
Q2 | $883K | Buy |
14,985
+5,569
| +59% | +$328K | 0.19% | 110 |
|
|
2020
Q1 | $434K | Buy |
+9,416
| New | +$434K | 0.13% | 109 |
|