Valley National Advisers’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 | $1.91M | Sell |
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|
2025
Q2 | $1.56M | Sell |
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|
2025
Q1 | $1.22M | Sell |
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|
2024
Q4 | $1.71M | Sell |
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|
2024
Q3 | $1.73M | Sell |
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|
2024
Q2 | $2.6M | Sell |
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|
2024
Q1 | $2.48M | Sell |
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|
2023
Q4 | $2.32M | Sell |
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|
2023
Q3 | $1.98M | Sell |
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|
2023
Q2 | $1.89M | Sell |
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|
2023
Q1 | $1.96M | Buy |
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|
2022
Q4 | $2M | Sell |
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|
2022
Q3 | $1.51M | Buy |
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|
2022
Q2 | $1.44M | Buy |
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|
2022
Q1 | $1.6M | Buy |
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|
2021
Q4 | $848K | Buy |
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|
2021
Q3 | $729K | Buy |
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|
2021
Q2 | $754K | Hold |
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|
2021
Q1 | $706K | Sell |
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|
2020
Q4 | $589K | Buy |
|