Mount Yale Investment Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-204
| Closed | -$55K | – | 958 |
|
|
2025
Q2 | $55K | Sell |
204
-1,649
| -89% | -$363K | ﹤0.01% | 792 |
|
|
2025
Q1 | $370K | Buy |
1,853
+32
| +2% | +$7.97K | 0.03% | 387 |
|
|
2024
Q4 | $505K | Sell |
1,821
-315
| -15% | -$89.2K | 0.04% | 340 |
|
|
2024
Q3 | $541K | Sell |
2,136
-12
| -0.6% | -$2.86K | 0.05% | 330 |
|
|
2024
Q2 | $448K | Sell |
2,148
-28
| -1% | -$5.45K | 0.04% | 363 |
|
|
2024
Q1 | $419K | Sell |
2,176
-83
| -4% | -$15K | 0.03% | 389 |
|
|
2023
Q4 | $386K | Sell |
2,259
-22
| -1% | -$3.19K | 0.04% | 370 |
|
|
2023
Q3 | $314K | Sell |
2,281
-51
| -2% | -$6.92K | 0.03% | 383 |
|
|
2023
Q2 | $288K | Sell |
2,332
-166
| -7% | -$19.1K | 0.03% | 402 |
|
|
2023
Q1 | $288K | Sell |
2,498
-91
| -4% | -$11.3K | 0.03% | 389 |
|
|
2022
Q4 | $282K | Buy |
+2,589
| New | +$270K | 0.03% | 367 |
|
|
2022
Q3 | – | Sell |
-2,246
| Closed | -$210K | – | 457 |
|
|
2022
Q2 | $210K | Buy |
+2,246
| New | +$239K | 0.03% | 435 |
|
|
2022
Q1 | – | Sell |
-1,879
| Closed | -$255K | – | 473 |
|
|
2021
Q4 | $255K | Sell |
1,879
-28
| -1% | -$4.08K | 0.03% | 405 |
|
|
2021
Q3 | $255K | Sell |
1,907
-13
| -0.7% | -$1.77K | 0.03% | 387 |
|
|
2021
Q2 | $270K | Sell |
1,920
-20
| -1% | -$2.8K | 0.03% | 341 |
|
|
2021
Q1 | $256K | Sell |
1,940
-418
| -18% | -$51K | 0.03% | 349 |
|
|
2020
Q4 | $259K | Buy |
+2,358
| New | +$210K | 0.04% | 327 |
|
|
2018
Q4 | – | Sell |
-442
| Closed | -$38K | – | 463 |
|
|
2018
Q3 | $38K | Sell |
442
-46
| -9% | -$4.96K | 0.01% | 658 |
|
|
2018
Q2 | $51K | Sell |
488
-360
| -42% | -$37.1K | 0.01% | 617 |
|
|
2018
Q1 | $74K | Buy |
+848
| New | +$79.9K | 0.02% | 537 |
|
Other funds holding EVR
