NWAG
EVR icon

Net Worth Advisory Group’s Evercore EVR Stock Holding History

Net Worth Advisory Group’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$379K Buy
1,405
+149
+12% +$40.2K 0.08% 244
2025
Q1 		$251K Sell
1,256
-33
-3% -$6.59K 0.08% 297
2024
Q4 		$357K Sell
1,289
-2
-0.2% -$554 0.11% 217
2024
Q3 		$327K Buy
+1,291
New +$327K 0.1% 246