Nisa Investment 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 | $922K | Sell |
3,414
-271
| -7% | -$73.2K | ﹤0.01% | 832 |
|
|
2025
Q1 | $736K | Sell |
3,685
-100
| -3% | -$20K | ﹤0.01% | 900 |
|
|
2024
Q4 | $1.05M | Sell |
3,785
-5,635
| -60% | -$1.56M | ﹤0.01% | 851 |
|
|
2024
Q3 | $2.39M | Buy |
9,420
+5,735
| +156% | +$1.45M | 0.01% | 625 |
|
|
2024
Q2 | $768K | Hold |
3,685
| – | – | ﹤0.01% | 943 |
|
|
2024
Q1 | $710K | Sell |
3,685
-5,920
| -62% | -$1.14M | ﹤0.01% | 968 |
|
|
2023
Q4 | $1.64M | Sell |
9,605
-2,725
| -22% | -$466K | 0.01% | 716 |
|
|
2023
Q3 | $1.7M | Sell |
12,330
-2,912
| -19% | -$402K | 0.01% | 712 |
|
|
2023
Q2 | $1.88M | Sell |
15,242
-1,281
| -8% | -$158K | 0.01% | 691 |
|
|
2023
Q1 | $1.91M | Sell |
16,523
-13,287
| -45% | -$1.53M | 0.01% | 678 |
|
|
2022
Q4 | $3.25M | Sell |
29,810
-2,158
| -7% | -$235K | 0.03% | 575 |
|
|
2022
Q3 | $2.65M | Buy |
31,968
+951
| +3% | +$78.9K | 0.02% | 552 |
|
|
2022
Q2 | $2.9M | Buy |
31,017
+26,892
| +652% | +$2.52M | 0.03% | 530 |
|
|
2022
Q1 | $459K | Sell |
4,125
-130
| -3% | -$14.5K | ﹤0.01% | 1107 |
|
|
2021
Q4 | $531K | Sell |
4,255
-24,292
| -85% | -$3.03M | ﹤0.01% | 996 |
|
|
2021
Q3 | $3.82K | Buy |
28,547
+24,242
| +563% | +$3.24K | 0.02% | 521 |
|
|
2021
Q2 | $606 | Hold |
4,305
| – | – | ﹤0.01% | 1087 |
|
|
2021
Q1 | $567 | Sell |
4,305
-70,115
| -94% | -$9.24K | ﹤0.01% | 1134 |
|
|
2020
Q4 | $8.16M | Buy |
74,420
+69,095
| +1,298% | +$7.58M | 0.05% | 312 |
|
|
2020
Q3 | $349K | Hold |
5,325
| – | – | ﹤0.01% | 1147 |
|
|
2020
Q2 | $314K | Buy |
5,325
+3,500
| +192% | +$206K | ﹤0.01% | 1173 |
|
|
2020
Q1 | $84K | Hold |
1,825
| – | – | ﹤0.01% | 1417 |
|
|
2019
Q4 | $136K | Sell |
1,825
-995
| -35% | -$74.1K | ﹤0.01% | 1390 |
|
|
2019
Q3 | $226K | Hold |
2,820
| – | – | ﹤0.01% | 1286 |
|
|
2019
Q2 | $250K | Hold |
2,820
| – | – | ﹤0.01% | 1269 |
|
|
2019
Q1 | $257K | Buy |
2,820
+200
| +8% | +$18.2K | ﹤0.01% | 1239 |
|
|
2018
Q4 | $187K | Hold |
2,620
| – | – | ﹤0.01% | 1259 |
|
|
2018
Q3 | $263K | Buy |
2,620
+1,100
| +72% | +$110K | ﹤0.01% | 1248 |
|
|
2018
Q2 | $160K | Sell |
1,520
-40
| -3% | -$4.21K | ﹤0.01% | 1296 |
|
|
2018
Q1 | $144K | Sell |
1,560
-110
| -7% | -$10.2K | ﹤0.01% | 1291 |
|
|
2017
Q4 | $150K | Hold |
1,670
| – | – | ﹤0.01% | 1317 |
|
|
2017
Q3 | $134K | Buy |
1,670
+700
| +72% | +$56.2K | ﹤0.01% | 1324 |
|
|
2017
Q2 | $66K | Buy |
970
+700
| +259% | +$47.6K | ﹤0.01% | 1389 |
|
|
2017
Q1 | $21K | Sell |
270
-230
| -46% | -$17.9K | ﹤0.01% | 1495 |
|
|
2016
Q4 | $34K | Hold |
500
| – | – | ﹤0.01% | 1494 |
|
|
2016
Q3 | $26K | Hold |
500
| – | – | ﹤0.01% | 1560 |
|
|
2016
Q2 | $22K | Hold |
500
| – | – | ﹤0.01% | 1587 |
|
|
2016
Q1 | $26K | Buy |
+500
| New | +$26K | ﹤0.01% | 1521 |
|