Vestmark Advisory Solutions’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
5,125
+920
| +22% | +$248K | 0.02% | 439 |
|
|
2025
Q1 | $840K | Buy |
4,205
+1,310
| +45% | +$262K | 0.02% | 428 |
|
|
2024
Q4 | $802K | Buy |
2,895
+1,092
| +61% | +$303K | 0.03% | 355 |
|
|
2024
Q3 | $457K | Sell |
1,803
-1,171
| -39% | -$297K | 0.02% | 392 |
|
|
2024
Q2 | $620K | Buy |
2,974
+1,232
| +71% | +$257K | 0.03% | 370 |
|
|
2024
Q1 | $336K | Sell |
1,742
-235
| -12% | -$45.3K | 0.01% | 428 |
|
|
2023
Q4 | $338K | Sell |
1,977
-255
| -11% | -$43.6K | 0.02% | 393 |
|
|
2023
Q3 | $308K | Buy |
2,232
+141
| +7% | +$19.4K | 0.02% | 343 |
|
|
2023
Q2 | $258K | Buy |
2,091
+77
| +4% | +$9.52K | 0.01% | 755 |
|
|
2023
Q1 | $232K | Buy |
2,014
+135
| +7% | +$15.6K | 0.01% | 775 |
|
|
2022
Q4 | $205K | Buy |
+1,879
| New | +$205K | 0.01% | 795 |
|