Wealth Enhancement Advisory Services
EVR icon

Wealth Enhancement Advisory Services’s Evercore EVR Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.36M Buy
22,068
+7,109
+48% +$2.33M 0.01% 780
2025
Q4 		$5.61M Buy
14,959
+32
+0.2% +$10.3K 0.01% 960
2025
Q3 		$4.84M Buy
14,927
+2,442
+20% +$765K 0.01% 965
2025
Q2 		$3.59M Buy
12,485
+7,929
+174% +$1.74M 0.01% 1058
2025
Q1 		$910K Sell
4,556
-1,323
-23% -$330K ﹤0.01% 1646
2024
Q4 		$1.63M Buy
5,879
+2,342
+66% +$663K ﹤0.01% 1281
2024
Q3 		$896K Buy
3,537
+816
+30% +$194K ﹤0.01% 1470
2024
Q2 		$567K Buy
2,721
+171
+7% +$33.3K ﹤0.01% 1572
2024
Q1 		$491K Buy
2,550
+152
+6% +$27.5K ﹤0.01% 1599
2023
Q4 		$410K Buy
2,398
+414
+21% +$59.9K ﹤0.01% 1635
2023
Q3 		$274K Buy
+1,984
New +$269K ﹤0.01% 1796

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