PSI Advisors’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$200 Hold
2024
Q4
$277 Hold
2024
Q3
$253 Hold
2024
Q2
$208 Hold
2024
Q1
$193 Hold
2023
Q4
$171 Hold
2023
Q3
$138 Hold
2023
Q2
$124 Hold
2023
Q1
$115 Hold
2022
Q4
$109 Hold
2022
Q3
$0 Buy
2022
Q2
Sell
2022
Q1
$0 Hold
2021
Q4
$0 Buy