NewEdge Wealth’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Sell |
1,264
-152
| -11% | -$45.3K | 0.01% | 774 |
|
|
2025
Q1 | $283K | Sell |
1,416
-418
| -23% | -$83.5K | 0.01% | 786 |
|
|
2024
Q4 | $508K | Sell |
1,834
-164
| -8% | -$45.5K | 0.01% | 633 |
|
|
2024
Q3 | $506K | Buy |
1,998
+74
| +4% | +$18.7K | 0.01% | 614 |
|
|
2024
Q2 | $401K | Buy |
1,924
+72
| +4% | +$15K | 0.01% | 594 |
|
|
2024
Q1 | $346K | Sell |
1,852
-217
| -10% | -$40.5K | 0.01% | 635 |
|
|
2023
Q4 | $354K | Sell |
2,069
-198
| -9% | -$33.9K | 0.01% | 583 |
|
|
2023
Q3 | $313K | Buy |
2,267
+176
| +8% | +$24.3K | 0.01% | 536 |
|
|
2023
Q2 | $258K | Buy |
2,091
+77
| +4% | +$9.52K | 0.01% | 563 |
|
|
2023
Q1 | $232K | Buy |
2,014
+102
| +5% | +$11.8K | 0.01% | 553 |
|
|
2022
Q4 | $209K | Buy |
+1,912
| New | +$209K | 0.01% | 511 |
|
|
2022
Q2 | – | Sell |
-56,343
| Closed | -$6.27M | – | 557 |
|
|
2022
Q1 | $6.27M | Buy |
56,343
+5,574
| +11% | +$620K | 0.28% | 96 |
|
|
2021
Q4 | $6.9M | Buy |
50,769
+1,297
| +3% | +$176K | 0.29% | 88 |
|
|
2021
Q3 | $6.61M | Buy |
49,472
+3,280
| +7% | +$438K | 0.39% | 72 |
|
|
2021
Q2 | $6.5M | Buy |
46,192
+5,595
| +14% | +$788K | 0.5% | 65 |
|
|
2021
Q1 | $5.35M | Buy |
+40,597
| New | +$5.35M | 0.53% | 62 |
|