SVB Wealth’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-296
| Closed | -$59.1K | – | 888 |
|
|
2025
Q1 | $59.1K | Buy |
+296
| New | +$59.1K | ﹤0.01% | 494 |
|
|
2019
Q1 | – | Sell |
-3,865
| Closed | -$277K | – | 403 |
|
|
2018
Q4 | $277K | Sell |
3,865
-2,895
| -43% | -$207K | 0.01% | 356 |
|
|
2018
Q3 | $680K | Sell |
6,760
-770
| -10% | -$77.5K | 0.02% | 298 |
|
|
2018
Q2 | $794K | Sell |
7,530
-1,260
| -14% | -$133K | 0.03% | 277 |
|
|
2018
Q1 | $766K | Sell |
8,790
-125
| -1% | -$10.9K | 0.03% | 293 |
|
|
2017
Q4 | $802K | Sell |
8,915
-5
| -0.1% | -$450 | 0.03% | 288 |
|
|
2017
Q3 | $716K | Sell |
8,920
-485
| -5% | -$38.9K | 0.03% | 304 |
|
|
2017
Q2 | $663K | Sell |
9,405
-240
| -2% | -$16.9K | 0.03% | 318 |
|
|
2017
Q1 | $751K | Sell |
9,645
-1,945
| -17% | -$151K | 0.03% | 294 |
|
|
2016
Q4 | $796K | Sell |
11,590
-720
| -6% | -$49.5K | 0.03% | 277 |
|
|
2016
Q3 | $634K | Sell |
12,310
-175
| -1% | -$9.01K | 0.03% | 303 |
|
|
2016
Q2 | $552K | Sell |
12,485
-125
| -1% | -$5.53K | 0.02% | 323 |
|
|
2016
Q1 | $653K | Buy |
12,610
+100
| +0.8% | +$5.18K | 0.03% | 305 |
|
|
2015
Q4 | $676K | Buy |
12,510
+560
| +5% | +$30.3K | 0.03% | 324 |
|
|
2015
Q3 | $600K | Buy |
11,950
+465
| +4% | +$23.3K | 0.02% | 370 |
|
|
2015
Q2 | $620K | Buy |
11,485
+130
| +1% | +$7.02K | 0.02% | 387 |
|
|
2015
Q1 | $587K | Buy |
+11,355
| New | +$587K | 0.02% | 392 |
|