Verdence Capital Advisors’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 | $8.9M | Sell |
29,805
-3,352
| -10% | -$1.1M | 0.52% | 38 |
|
|
2025
Q4 | $11.3M | Buy |
33,157
+341
| +1% | +$110K | 0.67% | 33 |
|
|
2025
Q3 | $10.8M | Sell |
32,816
-309
| -0.9% | -$96.8K | 0.62% | 31 |
|
|
2025
Q2 | $8.94M | Buy |
33,125
+3,793
| +13% | +$834K | 0.61% | 32 |
|
|
2025
Q1 | $5.86M | Buy |
29,332
+1,017
| +4% | +$253K | 0.45% | 52 |
|
|
2024
Q4 | $7.85M | Buy |
28,315
+183
| +0.7% | +$51.8K | 0.63% | 34 |
|
|
2024
Q3 | $7.13M | Buy |
28,132
+886
| +3% | +$211K | 0.57% | 39 |
|
|
2024
Q2 | $5.68M | Buy |
27,246
+886
| +3% | +$172K | 0.51% | 46 |
|
|
2024
Q1 | $5.08M | Sell |
26,360
-2,613
| -9% | -$473K | 0.46% | 51 |
|
|
2023
Q4 | $4.96M | Buy |
28,973
+402
| +1% | +$58.2K | 0.48% | 47 |
|
|
2023
Q3 | $3.94M | Buy |
28,571
+3,763
| +15% | +$511K | 0.43% | 55 |
|
|
2023
Q2 | $3.07M | Sell |
24,808
-221
| -0.9% | -$25.4K | 0.36% | 72 |
|
|
2023
Q1 | $2.89M | Buy |
25,029
+901
| +4% | +$112K | 0.35% | 72 |
|
|
2022
Q4 | $2.63M | Sell |
24,128
-2,692
| -10% | -$281K | 0.32% | 77 |
|
|
2022
Q3 | $2.21M | Sell |
26,820
-129
| -0.5% | -$12.2K | 0.3% | 90 |
|
|
2022
Q2 | $2.52M | Buy |
26,949
+5,812
| +27% | +$619K | 0.33% | 83 |
|
|
2022
Q1 | $2.35M | Buy |
21,137
+700
| +3% | +$86.1K | 0.27% | 101 |
|
|
2021
Q4 | $2.78M | Buy |
20,437
+481
| +2% | +$70.1K | 0.33% | 79 |
|
|
2021
Q3 | $2.67M | Buy |
19,956
+211
| +1% | +$28.7K | 0.35% | 78 |
|
|
2021
Q2 | $2.78M | Buy |
19,745
+84
| +0.4% | +$11.7K | 0.39% | 72 |
|
|
2021
Q1 | $2.59M | Buy |
19,661
+539
| +3% | +$65.8K | 0.44% | 61 |
|
|
2020
Q4 | $2.1M | Buy |
19,122
+429
| +2% | +$38.2K | 0.4% | 65 |
|
|
2020
Q3 | $1.22M | Buy |
+18,693
| New | +$1.13M | 0.28% | 96 |
|
Other funds holding EVR
VPM
VCM
