Wealth Enhancement Advisory Services’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.59M | Buy |
12,485
+7,929
| +174% | +$2.28M | 0.01% | 1056 |
|
|
2025
Q1 | $910K | Sell |
4,556
-1,323
| -23% | -$264K | ﹤0.01% | 1642 |
|
|
2024
Q4 | $1.63M | Buy |
5,879
+2,342
| +66% | +$649K | ﹤0.01% | 1275 |
|
|
2024
Q3 | $896K | Buy |
3,537
+816
| +30% | +$207K | ﹤0.01% | 1460 |
|
|
2024
Q2 | $567K | Buy |
2,721
+171
| +7% | +$35.6K | ﹤0.01% | 1571 |
|
|
2024
Q1 | $491K | Buy |
2,550
+152
| +6% | +$29.3K | ﹤0.01% | 1599 |
|
|
2023
Q4 | $410K | Buy |
2,398
+414
| +21% | +$70.8K | ﹤0.01% | 1632 |
|
|
2023
Q3 | $274K | Buy |
+1,984
| New | +$274K | ﹤0.01% | 1790 |
|