SVB Wealth’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $59.1K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $277K | Sell |
|
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|
2018
Q3 | $680K | Sell |
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|
2018
Q2 | $794K | Sell |
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|
2018
Q1 | $766K | Sell |
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|
2017
Q4 | $802K | Sell |
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|
2017
Q3 | $716K | Sell |
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|
2017
Q2 | $663K | Sell |
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|
2017
Q1 | $751K | Sell |
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|
2016
Q4 | $796K | Sell |
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|
2016
Q3 | $634K | Sell |
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|
2016
Q2 | $552K | Sell |
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|
2016
Q1 | $653K | Buy |
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|
2015
Q4 | $676K | Buy |
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|
2015
Q3 | $600K | Buy |
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|
2015
Q2 | $620K | Buy |
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|
2015
Q1 | $587K | Buy |
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