Private Trust Company’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270 | Hold |
1
| – | – | ﹤0.01% | 2431 |
|
|
2025
Q1 | $200 | Sell |
1
-659
| -100% | -$132K | ﹤0.01% | 2448 |
|
|
2024
Q4 | $183K | Hold |
660
| – | – | 0.02% | 731 |
|
|
2024
Q3 | $167K | Buy |
660
+659
| +65,900% | +$167K | 0.02% | 757 |
|
|
2024
Q2 | $208 | Buy |
+1
| New | +$208 | ﹤0.01% | 2247 |
|
|
2022
Q4 | – | Sell |
-76
| Closed | -$6K | – | 2192 |
|
|
2022
Q3 | $6K | Hold |
76
| – | – | ﹤0.01% | 1613 |
|
|
2022
Q2 | $7K | Buy |
+76
| New | +$7K | ﹤0.01% | 1625 |
|
|
2014
Q4 | – | Sell |
-55
| Closed | -$3K | – | 568 |
|
|
2014
Q3 | $3K | Buy |
55
+23
| +72% | +$1.26K | ﹤0.01% | 1455 |
|
|
2014
Q2 | $2K | Buy |
32
+20
| +167% | +$1.25K | ﹤0.01% | 1590 |
|
|
2014
Q1 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1618 |
|
|
2013
Q4 | – | Sell |
-43
| Closed | -$2K | – | 1774 |
|
|
2013
Q3 | $2K | Hold |
43
| – | – | ﹤0.01% | 1401 |
|
|
2013
Q2 | $2K | Buy |
+43
| New | +$2K | ﹤0.01% | 1328 |
|