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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $195K | Sell |
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|
2025
Q2 | $211K | Sell |
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|
2025
Q1 | $536K | Buy |
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|
2024
Q4 | $320K | Sell |
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|
2024
Q3 | $1.09M | Buy |
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|
2024
Q2 | $877K | Sell |
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|
2024
Q1 | $815K | Buy |
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|
2023
Q4 | $661K | Buy |
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|
2023
Q3 | $84.5K | Sell |
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|
2023
Q2 | $81.3K | Buy |
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|
2023
Q1 | $68K | Buy |
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|
2022
Q4 | $60K | Buy |
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|
2022
Q3 | $27.9K | Hold |
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|
2022
Q2 | $31.7K | Buy |
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|
2022
Q1 | $28.6K | Buy |
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|
2021
Q4 | $815 | Sell |
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|
2021
Q3 | $1.47K | Hold |
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|
2021
Q2 | $1.55K | Hold |
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|
2021
Q1 | $1.45K | Hold |
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|
2020
Q4 | $1.21K | Hold |
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|
2020
Q3 | $720 | Hold |
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|
2020
Q2 | $648 | Buy |
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