SJS Investment Consulting’s Evercore EVR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.35K Sell
5
-3
-38% -$811 ﹤0.01% 712
2025
Q1
$1.6K Sell
8
-1
-11% -$200 ﹤0.01% 817
2024
Q4
$2.5K Sell
9
-4
-31% -$1.11K ﹤0.01% 616
2024
Q3
$3.3K Hold
13
﹤0.01% 594
2024
Q2
$2.71K Hold
13
﹤0.01% 596
2024
Q1
$2.5K Hold
13
﹤0.01% 654
2023
Q4
$2.23K Sell
13
-1
-7% -$171 ﹤0.01% 622
2023
Q3
$1.93K Buy
14
+1
+8% +$138 ﹤0.01% 652
2023
Q2
$1.61K Sell
13
-1
-7% -$124 ﹤0.01% 688
2023
Q1
$1.62K Buy
14
+2
+17% +$231 ﹤0.01% 673
2022
Q4
$1.31K Buy
12
+6
+100% +$654 ﹤0.01% 819
2022
Q3
$0 Buy
+6
New ﹤0.01% 1185
2022
Q1
$0 Buy
+2
New ﹤0.01% 886