Venturi Wealth Management’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 | $33.8K | Buy |
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|
2024
Q3 | $25.1K | Buy |
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|
2024
Q2 | $18.3K | Buy |
|
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|
2024
Q1 | $11.9K | Buy |
|
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|
2023
Q4 | $8.21K | Buy |
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|
2023
Q3 | $5.24K | Buy |
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|
2023
Q2 | $2.72K | Hold |
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|
2023
Q1 | $2.54K | Buy |
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $8.5M | Buy |
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|
2021
Q4 | $9.38M | Buy |
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|
2021
Q3 | $9.07M | Sell |
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|
2021
Q2 | $10.1M | Sell |
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|
2021
Q1 | $9.45M | Buy |
|