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Private Client Services’s Evercore EVR Stock Holding History

Private Client Services’s Portfolio EVR Stock Details EVR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,095
Closed -$1.22M – 210
2025
Q1 		$1.22M Buy
6,095
+854
+16% +$171K 0.6% 44
2024
Q4 		$1.45M Buy
5,241
+1,290
+33% +$358K 0.78% 36
2024
Q3 		$1M Buy
+3,951
New +$1M 0.54% 51