USA Financial Formulas’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 | $299 | Hold |
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|
2025
Q4 | $340 | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $346K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $362K | Buy |
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|
2021
Q1 | $297K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $856K | Buy |
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|
2018
Q3 | $383K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $505K | Buy |
|