Venturi Wealth Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-122
| Closed | -$33.8K | – | 968 |
|
|
2024
Q4 | $33.8K | Buy |
122
+23
| +23% | +$6.38K | ﹤0.01% | 1134 |
|
|
2024
Q3 | $25.1K | Buy |
99
+11
| +13% | +$2.79K | ﹤0.01% | 958 |
|
|
2024
Q2 | $18.3K | Buy |
88
+26
| +42% | +$5.42K | ﹤0.01% | 961 |
|
|
2024
Q1 | $11.9K | Buy |
62
+14
| +29% | +$2.7K | ﹤0.01% | 884 |
|
|
2023
Q4 | $8.21K | Buy |
48
+10
| +26% | +$1.71K | ﹤0.01% | 919 |
|
|
2023
Q3 | $5.24K | Buy |
38
+16
| +73% | +$2.21K | ﹤0.01% | 966 |
|
|
2023
Q2 | $2.72K | Hold |
22
| – | – | ﹤0.01% | 861 |
|
|
2023
Q1 | $2.54K | Buy |
+22
| New | +$2.54K | ﹤0.01% | 961 |
|
|
2022
Q2 | – | Sell |
-76,361
| Closed | -$8.5M | – | 324 |
|
|
2022
Q1 | $8.5M | Buy |
76,361
+7,292
| +11% | +$812K | 0.65% | 39 |
|
|
2021
Q4 | $9.38M | Buy |
69,069
+1,209
| +2% | +$164K | 0.71% | 41 |
|
|
2021
Q3 | $9.07M | Sell |
67,860
-3,794
| -5% | -$507K | 0.76% | 35 |
|
|
2021
Q2 | $10.1M | Sell |
71,654
-55
| -0.1% | -$7.74K | 0.9% | 25 |
|
|
2021
Q1 | $9.45M | Buy |
+71,709
| New | +$9.45M | 0.9% | 28 |
|