QSV Equity Investors’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.12M Sell
7,852
-131
-2% -$35.4K 2.21% 6
2025
Q1
$1.59M Sell
7,983
-18
-0.2% -$3.6K 1.65% 22
2024
Q4
$2.22M Buy
8,001
+2
+0% +$554 2.13% 9
2024
Q3
$2.03M Hold
7,999
1.9% 12
2024
Q2
$1.67M Sell
7,999
-46
-0.6% -$9.59K 1.74% 20
2024
Q1
$1.55M Sell
8,045
-1,774
-18% -$342K 1.49% 33
2023
Q4
$1.68M Buy
+9,819
New +$1.68M 1.63% 20