O'Rourke & Company’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $803K | Buy |
2,973
+62
| +2% | +$16.7K | 0.37% | 65 |
|
|
2025
Q1 | $581K | Sell |
2,911
-3
| -0.1% | -$599 | 0.29% | 75 |
|
|
2024
Q4 | $808K | Sell |
2,914
-331
| -10% | -$91.7K | 0.4% | 57 |
|
|
2024
Q3 | $822K | Buy |
3,245
+149
| +5% | +$37.7K | 0.41% | 54 |
|
|
2024
Q2 | $645K | Buy |
3,096
+1
| +0% | +$208 | 0.36% | 59 |
|
|
2024
Q1 | $596K | Buy |
3,095
+91
| +3% | +$17.5K | 0.35% | 63 |
|
|
2023
Q4 | $514K | Buy |
3,004
+118
| +4% | +$20.2K | 0.33% | 63 |
|
|
2023
Q3 | $398K | Buy |
2,886
+4
| +0.1% | +$552 | 0.29% | 70 |
|
|
2023
Q2 | $356K | Buy |
2,882
+130
| +5% | +$16.1K | 0.25% | 85 |
|
|
2023
Q1 | $317K | Buy |
2,752
+41
| +2% | +$4.72K | 0.24% | 94 |
|
|
2022
Q4 | $296K | Buy |
2,711
+114
| +4% | +$12.4K | 0.23% | 98 |
|
|
2022
Q3 | $214K | Buy |
2,597
+2
| +0.1% | +$165 | 0.19% | 113 |
|
|
2022
Q2 | $243K | Sell |
2,595
-188
| -7% | -$17.6K | 0.21% | 100 |
|
|
2022
Q1 | $310K | Buy |
2,783
+1
| +0% | +$111 | 0.21% | 95 |
|
|
2021
Q4 | $378K | Buy |
+2,782
| New | +$378K | 0.25% | 79 |
|