Wambolt & Associates’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 | $1.55M | Sell |
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|
2025
Q1 | $1.22M | Sell |
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|
2024
Q4 | $1.73M | Sell |
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|
2024
Q3 | $1.95M | Buy |
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|
2024
Q2 | $1.63M | Buy |
|
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|
2024
Q1 | $1.41M | Buy |
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|
2023
Q4 | $1.05M | Buy |
|
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|
2023
Q3 | $742K | Buy |
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|
2023
Q2 | $627K | Buy |
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|
2023
Q1 | $573K | Buy |
|
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|
2022
Q4 | $481K | Buy |
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|
2022
Q3 | $336K | Buy |
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|
2022
Q2 | $322K | Buy |
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|
2022
Q1 | $339K | Buy |
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|
2021
Q4 | $369K | Buy |
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|
2021
Q3 | $292K | Buy |
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|
2021
Q2 | $231K | Buy |
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