WealthCollab’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.3K | Buy |
238
+70
| +42% | +$18.9K | 0.04% | 152 |
|
|
2025
Q1 | $33.6K | Buy |
168
+35
| +26% | +$6.99K | 0.02% | 217 |
|
|
2024
Q4 | $36.9K | Sell |
133
-31
| -19% | -$8.59K | 0.02% | 199 |
|
|
2024
Q3 | $41.5K | Hold |
164
| – | – | 0.03% | 185 |
|
|
2024
Q2 | $34.2K | Hold |
164
| – | – | 0.02% | 195 |
|
|
2024
Q1 | $31.6K | Hold |
164
| – | – | 0.02% | 213 |
|
|
2023
Q4 | $28.1K | Buy |
+164
| New | +$28.1K | 0.02% | 211 |
|