Pathstone Holdings’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Sell |
9,620
-2,318
| -19% | -$626K | 0.01% | 854 |
|
|
2025
Q1 | $2.38M | Sell |
11,938
-76
| -0.6% | -$15.2K | 0.01% | 881 |
|
|
2024
Q4 | $3.33M | Sell |
12,014
-192
| -2% | -$53.2K | 0.01% | 716 |
|
|
2024
Q3 | $3.09M | Sell |
12,206
-834
| -6% | -$211K | 0.01% | 748 |
|
|
2024
Q2 | $2.72M | Buy |
13,040
+1,681
| +15% | +$350K | 0.01% | 779 |
|
|
2024
Q1 | $2.19M | Buy |
11,359
+4,188
| +58% | +$807K | 0.01% | 855 |
|
|
2023
Q4 | $1.23M | Buy |
+7,171
| New | +$1.23M | 0.01% | 956 |
|