O'Rourke & Company’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
$948K Sell
2025
Q2
$803K Buy
2025
Q1
$581K Sell
2024
Q4
$808K Sell
2024
Q3
$822K Buy
2024
Q2
$645K Buy
2024
Q1
$596K Buy
2023
Q4
$514K Buy
2023
Q3
$398K Buy
2023
Q2
$356K Buy
2023
Q1
$317K Buy
2022
Q4
$296K Buy
2022
Q3
$214K Buy
2022
Q2
$243K Sell
2022
Q1
$310K Buy
2021
Q4
$378K Buy