Washington Trust Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Hold |
7,045
| – | – | 0.15% | 76 |
|
|
2025
Q1 | $1.41M | Sell |
7,045
-200
| -3% | -$39.9K | 0.12% | 81 |
|
|
2024
Q4 | $2.01M | Hold |
7,245
| – | – | 0.17% | 72 |
|
|
2024
Q3 | $1.84M | Hold |
7,245
| – | – | 0.16% | 73 |
|
|
2024
Q2 | $1.51M | Sell |
7,245
-100
| -1% | -$20.8K | 0.14% | 76 |
|
|
2024
Q1 | $1.41M | Sell |
7,345
-900
| -11% | -$173K | 0.13% | 79 |
|
|
2023
Q4 | $1.41M | Sell |
8,245
-125
| -1% | -$21.4K | 0.14% | 78 |
|
|
2023
Q3 | $1.15M | Sell |
8,370
-500
| -6% | -$68.9K | 0.12% | 81 |
|
|
2023
Q2 | $1.1M | Hold |
8,870
| – | – | 0.11% | 88 |
|
|
2023
Q1 | $1.02M | Sell |
8,870
-100
| -1% | -$11.5K | 0.1% | 92 |
|
|
2022
Q4 | $978K | Hold |
8,970
| – | – | 0.11% | 100 |
|
|
2022
Q3 | $738K | Sell |
8,970
-250
| -3% | -$20.6K | 0.07% | 112 |
|
|
2022
Q2 | $863K | Sell |
9,220
-500
| -5% | -$46.8K | 0.08% | 105 |
|
|
2022
Q1 | $1.08M | Sell |
9,720
-2,130
| -18% | -$237K | 0.08% | 108 |
|
|
2021
Q4 | $1.61M | Buy |
+11,850
| New | +$1.61M | 0.11% | 96 |
|