Valeo 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
Q4 | $281K | Sell |
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|
2025
Q3 | $319K | Buy |
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|
2025
Q2 | $248K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $255K | Sell |
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|
2024
Q3 | $258K | Sell |
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|
2024
Q2 | $317K | Sell |
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|
2024
Q1 | $302K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $4K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $6K | Buy |
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|
2020
Q1 | $2K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $2K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $6K | Buy |
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