NewEdge Wealth’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 | $376K | Sell |
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|
2025
Q1 | $283K | Sell |
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|
2024
Q4 | $508K | Sell |
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|
2024
Q3 | $506K | Buy |
|
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|
2024
Q2 | $401K | Buy |
|
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|
2024
Q1 | $346K | Sell |
|
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|
2023
Q4 | $354K | Sell |
|
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|
2023
Q3 | $313K | Buy |
|
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|
2023
Q2 | $258K | Buy |
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|
2023
Q1 | $232K | Buy |
|
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|
2022
Q4 | $209K | Buy |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $6.27M | Buy |
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|
2021
Q4 | $6.9M | Buy |
|
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|
2021
Q3 | $6.61M | Buy |
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|
2021
Q2 | $6.5M | Buy |
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|
2021
Q1 | $5.35M | Buy |
|