Moran Wealth Management’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 |
-72,033
| Closed | -$14.4M | – | 484 |
|
|
2025
Q1 | $14.4M | Sell |
72,033
-770
| -1% | -$154K | 0.48% | 64 |
|
|
2024
Q4 | $20.2M | Sell |
72,803
-2,255
| -3% | -$625K | 0.64% | 41 |
|
|
2024
Q3 | $19M | Buy |
75,058
+19,948
| +36% | +$5.05M | 0.59% | 52 |
|
|
2024
Q2 | $11.5M | Buy |
+55,110
| New | +$11.5M | 0.38% | 86 |
|