Summit Place Financial Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
4,974
+251
| +5% | +$67.8K | 0.68% | 53 |
|
|
2025
Q1 | $943K | Sell |
4,723
-210
| -4% | -$41.9K | 0.53% | 58 |
|
|
2024
Q4 | $1.37M | Buy |
4,933
+1
| +0% | +$277 | 0.78% | 48 |
|
|
2024
Q3 | $1.25M | Sell |
4,932
-901
| -15% | -$228K | 0.7% | 50 |
|
|
2024
Q2 | $1.22M | Buy |
5,833
+767
| +15% | +$160K | 0.72% | 49 |
|
|
2024
Q1 | $976K | Buy |
5,066
+381
| +8% | +$73.4K | 0.57% | 56 |
|
|
2023
Q4 | $801K | Buy |
4,685
+315
| +7% | +$53.9K | 0.52% | 57 |
|
|
2023
Q3 | $603K | Buy |
+4,370
| New | +$603K | 0.43% | 66 |
|