Morse Asset Management’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 | $10.6M | Sell |
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|
2025
Q1 | $8.37M | Buy |
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|
2024
Q4 | $10.3M | Buy |
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|
2024
Q3 | $9.32M | Buy |
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|
2024
Q2 | $7.41M | Buy |
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|
2024
Q1 | $5.87M | Buy |
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|
2023
Q4 | $5.19M | Buy |
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|
2023
Q3 | $3.99M | Buy |
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|
2023
Q2 | $3.54M | Buy |
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|
2023
Q1 | $3.26M | Buy |
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|
2022
Q4 | $2.89M | Buy |
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|
2022
Q3 | $2.17M | Sell |
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|
2022
Q2 | $2.48M | Buy |
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|
2022
Q1 | $2.95M | Sell |
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|
2021
Q4 | $4.87M | Buy |
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|
2021
Q3 | $4.28M | Buy |
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|
2021
Q2 | $4.25M | Sell |
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|
2021
Q1 | $4M | Sell |
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|
2020
Q4 | $3.51M | Buy |
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|
2020
Q3 | $1.83M | Hold |
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|
2020
Q2 | $1.65M | Hold |
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|
2020
Q1 | $1.29M | Hold |
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|
2019
Q4 | $2.1M | Sell |
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|
2019
Q3 | $2.36M | Hold |
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|
2019
Q2 | $2.61M | Sell |
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|
2019
Q1 | $2.69M | Sell |
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|
2018
Q4 | $2.13M | Sell |
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|
2018
Q3 | $3.02M | Hold |
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|
2018
Q2 | $3.17M | Sell |
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|
2018
Q1 | $2.71M | Sell |
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|
2017
Q4 | $2.88M | Sell |
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|
2017
Q3 | $2.63M | Sell |
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|
2017
Q2 | $2.42M | Sell |
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|
2017
Q1 | $2.75M | Buy |
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