Rothschild Investment LLC’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89K | Buy |
7
+6
| +600% | +$1.62K | ﹤0.01% | 2120 |
|
|
2025
Q1 | $200 | Sell |
1
-1
| -50% | -$200 | ﹤0.01% | 2854 |
|
|
2024
Q4 | $554 | Hold |
2
| – | – | ﹤0.01% | 2490 |
|
|
2024
Q3 | $507 | Buy |
+2
| New | +$507 | ﹤0.01% | 2464 |
|
|
2016
Q4 | – | Sell |
-6,200
| Closed | -$319K | – | 476 |
|
|
2016
Q3 | $319K | Sell |
6,200
-1,500
| -19% | -$77.2K | 0.04% | 335 |
|
|
2016
Q2 | $340K | Hold |
7,700
| – | – | 0.04% | 326 |
|
|
2016
Q1 | $398K | Sell |
7,700
-14
| -0.2% | -$724 | 0.05% | 296 |
|
|
2015
Q4 | $417K | Buy |
+7,714
| New | +$417K | 0.05% | 298 |
|