United Capital Financial Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $310K | Buy |
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|
2024
Q3 | $283K | Buy |
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|
2020
Q1 | – | Sell |
|
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|
2019
Q4 | $3.48M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $599K | Sell |
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|
2019
Q1 | $699K | Sell |
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|
2018
Q4 | $556K | Sell |
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|
2018
Q3 | $1.26M | Sell |
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|
2018
Q2 | $1.37M | Sell |
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|
2018
Q1 | $1.14M | Buy |
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|
2017
Q4 | $1.16M | Sell |
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|
2017
Q3 | $1.04M | Buy |
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|
2017
Q2 | $769K | Buy |
|