Wealthspire Advisors (New York)’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Buy |
+980
| New | +$265K | ﹤0.01% | 702 |
|
|
2025
Q1 | – | Sell |
-963
| Closed | -$267K | – | 804 |
|
|
2024
Q4 | $267K | Buy |
963
+74
| +8% | +$20.5K | ﹤0.01% | 669 |
|
|
2024
Q3 | $225K | Buy |
+889
| New | +$225K | ﹤0.01% | 684 |
|
|
2022
Q1 | – | Sell |
-27,445
| Closed | -$3.73M | – | 475 |
|
|
2021
Q4 | $3.73M | Buy |
+27,445
| New | +$3.73M | 0.08% | 94 |
|