Pinnacle Wealth Planning Services’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,098
| Closed | -$219K | – | 465 |
|
|
2025
Q1 | $219K | Buy |
1,098
+39
| +4% | +$7.79K | 0.03% | 335 |
|
|
2024
Q4 | $294K | Sell |
1,059
-3
| -0.3% | -$832 | 0.04% | 253 |
|
|
2024
Q3 | $269K | Sell |
1,062
-158
| -13% | -$40K | 0.04% | 338 |
|
|
2024
Q2 | $254K | Hold |
1,220
| – | – | 0.04% | 335 |
|
|
2024
Q1 | $235K | Buy |
1,220
+32
| +3% | +$6.16K | 0.03% | 374 |
|
|
2023
Q4 | $203K | Buy |
+1,188
| New | +$203K | 0.03% | 406 |
|
|
2022
Q1 | – | Sell |
-1,497
| Closed | -$203K | – | 447 |
|
|
2021
Q4 | $203K | Sell |
1,497
-6
| -0.4% | -$814 | 0.04% | 364 |
|
|
2021
Q3 | $201K | Buy |
1,503
+36
| +2% | +$4.81K | 0.04% | 330 |
|
|
2021
Q2 | $207K | Buy |
+1,467
| New | +$207K | 0.05% | 307 |
|
|
2021
Q1 | – | Sell |
-1,454
| Closed | -$159K | – | 864 |
|
|
2020
Q4 | $159K | Buy |
+1,454
| New | +$159K | 0.04% | 327 |
|