Private Trust Company’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 | – | Sell |
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|
2025
Q2 | $270 | Hold |
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|
2025
Q1 | $200 | Sell |
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|
2024
Q4 | $183K | Hold |
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|
2024
Q3 | $167K | Buy |
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|
2024
Q2 | $208 | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $6K | Hold |
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|
2022
Q2 | $7K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $3K | Buy |
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|
2014
Q2 | $2K | Buy |
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|
2014
Q1 | $1K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $2K | Hold |
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|
2013
Q2 | $2K | Buy |
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