Vestmark Advisory Solutions’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
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|
2025
Q1 | $840K | Buy |
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|
2024
Q4 | $802K | Buy |
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|
2024
Q3 | $457K | Sell |
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|
2024
Q2 | $620K | Buy |
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|
2024
Q1 | $336K | Sell |
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|
2023
Q4 | $338K | Sell |
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|
2023
Q3 | $308K | Buy |
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|
2023
Q2 | $258K | Buy |
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|
2023
Q1 | $232K | Buy |
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|
2022
Q4 | $205K | Buy |
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