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
Q2 | $55K | Sell |
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|
2025
Q1 | $370K | Buy |
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|
2024
Q4 | $505K | Sell |
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|
2024
Q3 | $541K | Sell |
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|
2024
Q2 | $448K | Sell |
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|
2024
Q1 | $419K | Sell |
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|
2023
Q4 | $386K | Sell |
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|
2023
Q3 | $314K | Sell |
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|
2023
Q2 | $288K | Sell |
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|
2023
Q1 | $288K | Sell |
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|
2022
Q4 | $282K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $210K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $255K | Sell |
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|
2021
Q3 | $255K | Sell |
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|
2021
Q2 | $270K | Sell |
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|
2021
Q1 | $256K | Sell |
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|
2020
Q4 | $259K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $38K | Sell |
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|
2018
Q2 | $51K | Sell |
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|
2018
Q1 | $74K | Buy |
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