Prestige Wealth Management Group’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.67K | Hold |
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|
2025
Q1 | $4.2K | Hold |
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|
2024
Q4 | $5.82K | Hold |
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|
2024
Q3 | $5.32K | Hold |
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|
2024
Q2 | $4.38K | Hold |
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|
2024
Q1 | $4.04K | Hold |
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|
2023
Q4 | $3.59K | Hold |
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|
2023
Q3 | $2.9K | Hold |
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|
2023
Q2 | $2.6K | Hold |
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|
2023
Q1 | $2.42K | Hold |
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|
2022
Q4 | $2.29K | Hold |
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|
2022
Q3 | $2K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1K | Buy |
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|
2021
Q4 | $0 | Hold |
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|
2021
Q3 | $0 | Hold |
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|
2021
Q2 | $0 | Hold |
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|
2021
Q1 | $0 | Hold |
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|
2020
Q4 | $0 | Buy |
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