NewEdge 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 | $16.3K | Sell |
60
-290
| -83% | -$78.9K | ﹤0.01% | 3025 |
|
|
2025
Q1 | $69.8K | Sell |
350
-798
| -70% | -$159K | ﹤0.01% | 2421 |
|
|
2024
Q4 | $318K | Buy |
1,148
+837
| +269% | +$232K | ﹤0.01% | 1844 |
|
|
2024
Q3 | $78.7K | Sell |
311
-27
| -8% | -$6.84K | ﹤0.01% | 2274 |
|
|
2024
Q2 | $70.5K | Sell |
338
-32
| -9% | -$6.68K | ﹤0.01% | 2223 |
|
|
2024
Q1 | $71.3K | Buy |
370
+227
| +159% | +$43.7K | ﹤0.01% | 2181 |
|
|
2023
Q4 | $24.4K | Buy |
143
+64
| +81% | +$10.9K | ﹤0.01% | 2498 |
|
|
2023
Q3 | $10.9K | Buy |
79
+74
| +1,480% | +$10.2K | ﹤0.01% | 2545 |
|
|
2023
Q2 | $649 | Hold |
5
| – | – | ﹤0.01% | 3296 |
|
|
2023
Q1 | $602 | Sell |
5
-322
| -98% | -$38.8K | ﹤0.01% | 3222 |
|
|
2022
Q4 | $35.2K | Buy |
+327
| New | +$35.2K | ﹤0.01% | 1874 |
|