Mount Yale Investment Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55K | Sell |
204
-1,649
| -89% | -$445K | ﹤0.01% | 792 |
|
|
2025
Q1 | $370K | Buy |
1,853
+32
| +2% | +$6.39K | 0.03% | 387 |
|
|
2024
Q4 | $505K | Sell |
1,821
-315
| -15% | -$87.3K | 0.04% | 340 |
|
|
2024
Q3 | $541K | Sell |
2,136
-12
| -0.6% | -$3.04K | 0.05% | 330 |
|
|
2024
Q2 | $448K | Sell |
2,148
-28
| -1% | -$5.84K | 0.04% | 363 |
|
|
2024
Q1 | $419K | Sell |
2,176
-83
| -4% | -$16K | 0.03% | 389 |
|
|
2023
Q4 | $386K | Sell |
2,259
-22
| -1% | -$3.76K | 0.04% | 370 |
|
|
2023
Q3 | $314K | Sell |
2,281
-51
| -2% | -$7.03K | 0.03% | 384 |
|
|
2023
Q2 | $288K | Sell |
2,332
-166
| -7% | -$20.5K | 0.03% | 401 |
|
|
2023
Q1 | $288K | Sell |
2,498
-91
| -4% | -$10.5K | 0.03% | 389 |
|
|
2022
Q4 | $282K | Buy |
+2,589
| New | +$282K | 0.03% | 364 |
|
|
2022
Q3 | – | Sell |
-2,246
| Closed | -$210K | – | 455 |
|
|
2022
Q2 | $210K | Buy |
+2,246
| New | +$210K | 0.03% | 434 |
|
|
2022
Q1 | – | Sell |
-1,879
| Closed | -$255K | – | 471 |
|
|
2021
Q4 | $255K | Sell |
1,879
-28
| -1% | -$3.8K | 0.03% | 399 |
|
|
2021
Q3 | $255K | Sell |
1,907
-13
| -0.7% | -$1.74K | 0.03% | 386 |
|
|
2021
Q2 | $270K | Sell |
1,920
-20
| -1% | -$2.81K | 0.03% | 340 |
|
|
2021
Q1 | $256K | Sell |
1,940
-418
| -18% | -$55.2K | 0.03% | 348 |
|
|
2020
Q4 | $259K | Buy |
+2,358
| New | +$259K | 0.04% | 326 |
|
|
2018
Q4 | – | Sell |
-442
| Closed | -$38K | – | 461 |
|
|
2018
Q3 | $38K | Sell |
442
-46
| -9% | -$3.96K | 0.01% | 658 |
|
|
2018
Q2 | $51K | Sell |
488
-360
| -42% | -$37.6K | 0.01% | 615 |
|
|
2018
Q1 | $74K | Buy |
+848
| New | +$74K | 0.02% | 536 |
|