Wambolt & Associates’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Sell |
5,603
-500
| -8% | -$138K | 0.52% | 64 |
|
|
2025
Q1 | $1.22M | Sell |
6,103
-138
| -2% | -$27.7K | 0.42% | 76 |
|
|
2024
Q4 | $1.73M | Sell |
6,241
-1,513
| -20% | -$419K | 0.55% | 61 |
|
|
2024
Q3 | $1.95M | Buy |
7,754
+20
| +0.3% | +$5.02K | 0.53% | 66 |
|
|
2024
Q2 | $1.63M | Buy |
7,734
+308
| +4% | +$65K | 0.47% | 71 |
|
|
2024
Q1 | $1.41M | Buy |
7,426
+1,313
| +21% | +$248K | 0.42% | 74 |
|
|
2023
Q4 | $1.05M | Buy |
6,113
+588
| +11% | +$101K | 0.34% | 100 |
|
|
2023
Q3 | $742K | Buy |
5,525
+450
| +9% | +$60.4K | 0.27% | 128 |
|
|
2023
Q2 | $627K | Buy |
5,075
+118
| +2% | +$14.6K | 0.22% | 141 |
|
|
2023
Q1 | $573K | Buy |
4,957
+544
| +12% | +$62.8K | 0.2% | 147 |
|
|
2022
Q4 | $481K | Buy |
4,413
+326
| +8% | +$35.6K | 0.18% | 156 |
|
|
2022
Q3 | $336K | Buy |
4,087
+650
| +19% | +$53.4K | 0.14% | 175 |
|
|
2022
Q2 | $322K | Buy |
3,437
+405
| +13% | +$37.9K | 0.13% | 182 |
|
|
2022
Q1 | $339K | Buy |
3,032
+317
| +12% | +$35.4K | 0.12% | 185 |
|
|
2021
Q4 | $369K | Buy |
2,715
+599
| +28% | +$81.4K | 0.13% | 176 |
|
|
2021
Q3 | $292K | Buy |
2,116
+488
| +30% | +$67.3K | 0.12% | 192 |
|
|
2021
Q2 | $231K | Buy |
+1,628
| New | +$231K | 0.1% | 226 |
|