Ritholtz Wealth Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Sell |
1,018
-95
| -9% | -$25.6K | 0.01% | 822 |
|
|
2025
Q1 | $222K | Sell |
1,113
-87
| -7% | -$17.4K | 0.01% | 832 |
|
|
2024
Q4 | $333K | Sell |
1,200
-13
| -1% | -$3.61K | 0.01% | 680 |
|
|
2024
Q3 | $307K | Buy |
1,213
+131
| +12% | +$33.2K | 0.01% | 693 |
|
|
2024
Q2 | $226K | Buy |
+1,082
| New | +$226K | 0.01% | 731 |
|
|
2022
Q2 | – | Sell |
-3,183
| Closed | -$354K | – | 556 |
|
|
2022
Q1 | $354K | Buy |
3,183
+243
| +8% | +$27K | 0.02% | 377 |
|
|
2021
Q4 | $399K | Buy |
2,940
+1,040
| +55% | +$141K | 0.02% | 350 |
|
|
2021
Q3 | $254K | Buy |
+1,900
| New | +$254K | 0.02% | 414 |
|