Oppenheimer Asset Management’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 | $419K | Buy |
|
|||||
|
2025
Q1 | $288K | Buy |
|
|||||
|
2024
Q4 | $279K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $272K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $57K | Sell |
|
|||||
|
2019
Q4 | $245K | Sell |
|
|||||
|
2019
Q3 | $272K | Sell |
|
|||||
|
2019
Q2 | $306K | Sell |
|
|||||
|
2019
Q1 | $370K | Sell |
|
|||||
|
2018
Q4 | $397K | Sell |
|
|||||
|
2018
Q3 | $589K | Sell |
|
|||||
|
2018
Q2 | $646K | Sell |
|
|||||
|
2018
Q1 | $826K | Sell |
|
|||||
|
2017
Q4 | $773K | Hold |
|
|||||
|
2017
Q3 | $773K | Sell |
|
|||||
|
2017
Q2 | $680K | Buy |
|
|||||
|
2017
Q1 | $437K | Buy |
|