Private Client Services’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.91M Buy
2025
Q2
Sell
2025
Q1
$1.22M Buy
2024
Q4
$1.45M Buy
2024
Q3
$1M Buy