Prestige Wealth Management Group’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.67K | Hold |
21
| – | – | ﹤0.01% | 538 |
|
|
2025
Q1 | $4.2K | Hold |
21
| – | – | ﹤0.01% | 598 |
|
|
2024
Q4 | $5.82K | Hold |
21
| – | – | ﹤0.01% | 564 |
|
|
2024
Q3 | $5.32K | Hold |
21
| – | – | ﹤0.01% | 598 |
|
|
2024
Q2 | $4.38K | Hold |
21
| – | – | ﹤0.01% | 575 |
|
|
2024
Q1 | $4.05K | Hold |
21
| – | – | ﹤0.01% | 614 |
|
|
2023
Q4 | $3.59K | Hold |
21
| – | – | ﹤0.01% | 644 |
|
|
2023
Q3 | $2.9K | Hold |
21
| – | – | ﹤0.01% | 669 |
|
|
2023
Q2 | $2.6K | Hold |
21
| – | – | ﹤0.01% | 712 |
|
|
2023
Q1 | $2.42K | Hold |
21
| – | – | ﹤0.01% | 710 |
|
|
2022
Q4 | $2.29K | Hold |
21
| – | – | ﹤0.01% | 801 |
|
|
2022
Q3 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 727 |
|
|
2022
Q2 | – | Sell |
-11
| Closed | -$1K | – | 998 |
|
|
2022
Q1 | $1K | Buy |
11
+8
| +267% | +$727 | ﹤0.01% | 866 |
|
|
2021
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1004 |
|
|
2021
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 995 |
|
|
2021
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 984 |
|
|
2021
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 971 |
|
|
2020
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 961 |
|