Parallel Advisors’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Sell |
1,328
-19
| -1% | -$5.13K | 0.01% | 758 |
|
|
2025
Q1 | $269K | Sell |
1,347
-81
| -6% | -$16.2K | 0.01% | 820 |
|
|
2024
Q4 | $396K | Buy |
1,428
+5
| +0.4% | +$1.39K | 0.01% | 652 |
|
|
2024
Q3 | $361K | Sell |
1,423
-7
| -0.5% | -$1.77K | 0.01% | 691 |
|
|
2024
Q2 | $298K | Sell |
1,430
-70
| -5% | -$14.6K | 0.01% | 717 |
|
|
2024
Q1 | $289K | Buy |
1,500
+149
| +11% | +$28.7K | 0.01% | 721 |
|
|
2023
Q4 | $231K | Buy |
1,351
+13
| +1% | +$2.22K | 0.01% | 738 |
|
|
2023
Q3 | $185K | Buy |
1,338
+4
| +0.3% | +$552 | 0.01% | 814 |
|
|
2023
Q2 | $165K | Sell |
1,334
-111
| -8% | -$13.7K | 0.01% | 868 |
|
|
2023
Q1 | $167K | Hold |
1,445
| – | – | 0.01% | 847 |
|
|
2022
Q4 | $158K | Buy |
1,445
+242
| +20% | +$26.4K | 0.01% | 805 |
|
|
2022
Q3 | $99K | Sell |
1,203
-1,399
| -54% | -$115K | ﹤0.01% | 970 |
|
|
2022
Q2 | $244K | Buy |
2,602
+1,264
| +94% | +$119K | 0.01% | 600 |
|
|
2022
Q1 | $153K | Buy |
1,338
+131
| +11% | +$15K | 0.01% | 828 |
|
|
2021
Q4 | $164K | Buy |
1,207
+399
| +49% | +$54.2K | 0.01% | 807 |
|
|
2021
Q3 | $108K | Sell |
808
-19
| -2% | -$2.54K | ﹤0.01% | 939 |
|
|
2021
Q2 | $116K | Buy |
827
+16
| +2% | +$2.24K | ﹤0.01% | 879 |
|
|
2021
Q1 | $107K | Buy |
811
+566
| +231% | +$74.7K | 0.01% | 853 |
|
|
2020
Q4 | $27K | Buy |
245
+99
| +68% | +$10.9K | ﹤0.01% | 1346 |
|
|
2020
Q3 | $10K | Buy |
146
+71
| +95% | +$4.86K | ﹤0.01% | 1711 |
|
|
2020
Q2 | $4K | Buy |
75
+52
| +226% | +$2.77K | ﹤0.01% | 1998 |
|
|
2020
Q1 | $1K | Sell |
23
-172
| -88% | -$7.48K | ﹤0.01% | 2253 |
|
|
2019
Q4 | $15K | Hold |
195
| – | – | ﹤0.01% | 1538 |
|
|
2019
Q3 | $16K | Buy |
195
+87
| +81% | +$7.14K | ﹤0.01% | 1447 |
|
|
2019
Q2 | $10K | Sell |
108
-100
| -48% | -$9.26K | ﹤0.01% | 1568 |
|
|
2019
Q1 | $19K | Sell |
208
-53
| -20% | -$4.84K | ﹤0.01% | 1233 |
|
|
2018
Q4 | $18K | Sell |
261
-1,498
| -85% | -$103K | ﹤0.01% | 1091 |
|
|
2018
Q3 | $177K | Buy |
1,759
+1,599
| +999% | +$161K | 0.02% | 420 |
|
|
2018
Q2 | $16K | Buy |
+160
| New | +$16K | ﹤0.01% | 1135 |
|
|
2017
Q3 | – | Sell |
-4
| Closed | – | – | 2128 |
|
|
2017
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 2127 |
|
|
2017
Q1 | – | Sell |
-108
| Closed | -$7K | – | 2008 |
|
|
2016
Q4 | $7K | Buy |
+108
| New | +$7K | ﹤0.01% | 1231 |
|