TD Private Client Wealth’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $166K | Sell |
556
-17
| -3% | -$5.57K | ﹤0.01% | 683 |
|
|
2025
Q4 | $195K | Sell |
573
-4
| -0.7% | -$1.29K | ﹤0.01% | 663 |
|
|
2025
Q3 | $195K | Sell |
577
-203
| -26% | -$63.6K | ﹤0.01% | 659 |
|
|
2025
Q2 | $211K | Sell |
780
-1,904
| -71% | -$419K | 0.01% | 619 |
|
|
2025
Q1 | $536K | Buy |
2,684
+1,530
| +133% | +$381K | 0.01% | 428 |
|
|
2024
Q4 | $320K | Sell |
1,154
-3,165
| -73% | -$897K | 0.01% | 524 |
|
|
2024
Q3 | $1.09M | Buy |
4,319
+111
| +3% | +$26.4K | 0.03% | 349 |
|
|
2024
Q2 | $877K | Sell |
4,208
-23
| -0.5% | -$4.48K | 0.03% | 367 |
|
|
2024
Q1 | $815K | Buy |
4,231
+368
| +10% | +$66.6K | 0.03% | 377 |
|
|
2023
Q4 | $661K | Buy |
3,863
+3,250
| +530% | +$471K | 0.02% | 395 |
|
|
2023
Q3 | $84.5K | Sell |
613
-45
| -7% | -$6.11K | ﹤0.01% | 678 |
|
|
2023
Q2 | $81.3K | Buy |
658
+69
| +12% | +$7.94K | ﹤0.01% | 699 |
|
|
2023
Q1 | $68K | Buy |
589
+39
| +7% | +$4.85K | ﹤0.01% | 714 |
|
|
2022
Q4 | $60K | Buy |
550
+211
| +62% | +$22K | ﹤0.01% | 705 |
|
|
2022
Q3 | $27.9K | Hold |
339
| – | – | ﹤0.01% | 849 |
|
|
2022
Q2 | $31.7K | Buy |
339
+82
| +32% | +$8.74K | ﹤0.01% | 824 |
|
|
2022
Q1 | $28.6K | Buy |
257
+251
| +4,183% | +$30.9K | ﹤0.01% | 883 |
|
|
2021
Q4 | $815 | Sell |
6
-5
| -45% | -$729 | ﹤0.01% | 1082 |
|
|
2021
Q3 | $1.47K | Hold |
11
| – | – | ﹤0.01% | 1056 |
|
|
2021
Q2 | $1.55K | Hold |
11
| – | – | ﹤0.01% | 1057 |
|
|
2021
Q1 | $1.45K | Hold |
11
| – | – | ﹤0.01% | 1027 |
|
|
2020
Q4 | $1.21K | Hold |
11
| – | – | ﹤0.01% | 997 |
|
|
2020
Q3 | $720 | Hold |
11
| – | – | ﹤0.01% | 993 |
|
|
2020
Q2 | $648 | Buy |
+11
| New | +$598 | ﹤0.01% | 999 |
|
Other funds holding EVR
VPM
VCM
