Private Wealth Management Group’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.64K | Hold |
32
| – | – | ﹤0.01% | 540 |
|
|
2025
Q1 | $6.39K | Hold |
32
| – | – | ﹤0.01% | 624 |
|
|
2024
Q4 | $8.87K | Hold |
32
| – | – | ﹤0.01% | 517 |
|
|
2024
Q3 | $8.11K | Hold |
32
| – | – | ﹤0.01% | 526 |
|
|
2024
Q2 | $6.67K | Hold |
32
| – | – | ﹤0.01% | 594 |
|
|
2024
Q1 | $6.16K | Hold |
32
| – | – | ﹤0.01% | 559 |
|
|
2023
Q4 | $5.47K | Buy |
+32
| New | +$5.47K | ﹤0.01% | 598 |
|