West Oak Capital’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $590 | Hold |
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|
2025
Q2 | $473 | Hold |
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|
2025
Q1 | $350 | Hold |
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|
2024
Q4 | $485K | Hold |
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|
2024
Q3 | $443 | Hold |
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|
2024
Q2 | $36.5K | Hold |
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|
2024
Q1 | $34K | Hold |
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|
2023
Q4 | $29K | Hold |
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|
2023
Q3 | $24K | Hold |
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|
2023
Q2 | $21.6K | Hold |
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|
2023
Q1 | $20.2K | Hold |
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|
2022
Q4 | $19K | Hold |
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|
2022
Q3 | $14K | Hold |
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|
2022
Q2 | $16K | Sell |
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|
2022
Q1 | $33K | Buy |
|