Nisa 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
Q3 | $1.15M | Hold |
|
|||||
|
2025
Q2 | $922K | Sell |
|
|||||
|
2025
Q1 | $736K | Sell |
|
|||||
|
2024
Q4 | $1.05M | Sell |
|
|||||
|
2024
Q3 | $2.39M | Buy |
|
|||||
|
2024
Q2 | $768K | Hold |
|
|||||
|
2024
Q1 | $710K | Sell |
|
|||||
|
2023
Q4 | $1.64M | Sell |
|
|||||
|
2023
Q3 | $1.7M | Sell |
|
|||||
|
2023
Q2 | $1.88M | Sell |
|
|||||
|
2023
Q1 | $1.91M | Sell |
|
|||||
|
2022
Q4 | $3.25M | Sell |
|
|||||
|
2022
Q3 | $2.65M | Buy |
|
|||||
|
2022
Q2 | $2.9M | Buy |
|
|||||
|
2022
Q1 | $459K | Sell |
|
|||||
|
2021
Q4 | $531K | Sell |
|
|||||
|
2021
Q3 | $3.82K | Buy |
|
|||||
|
2021
Q2 | $606 | Hold |
|
|||||
|
2021
Q1 | $567 | Sell |
|
|||||
|
2020
Q4 | $8.16M | Buy |
|
|||||
|
2020
Q3 | $349K | Hold |
|
|||||
|
2020
Q2 | $314K | Buy |
|
|||||
|
2020
Q1 | $84K | Hold |
|
|||||
|
2019
Q4 | $136K | Sell |
|
|||||
|
2019
Q3 | $226K | Hold |
|
|||||
|
2019
Q2 | $250K | Hold |
|
|||||
|
2019
Q1 | $257K | Buy |
|
|||||
|
2018
Q4 | $187K | Hold |
|
|||||
|
2018
Q3 | $263K | Buy |
|
|||||
|
2018
Q2 | $160K | Sell |
|
|||||
|
2018
Q1 | $144K | Sell |
|
|||||
|
2017
Q4 | $150K | Hold |
|
|||||
|
2017
Q3 | $134K | Buy |
|
|||||
|
2017
Q2 | $66K | Buy |
|
|||||
|
2017
Q1 | $21K | Sell |
|
|||||
|
2016
Q4 | $34K | Hold |
|
|||||
|
2016
Q3 | $26K | Hold |
|
|||||
|
2016
Q2 | $22K | Hold |
|
|||||
|
2016
Q1 | $26K | Buy |
|