West Oak Capital’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $473 | Hold |
175
| – | – | 0.02% | 168 |
|
|
2025
Q1 | $350 | Hold |
175
| – | – | 0.01% | 192 |
|
|
2024
Q4 | $485K | Hold |
175
| – | – | 0.02% | 179 |
|
|
2024
Q3 | $443 | Hold |
175
| – | – | 0.01% | 187 |
|
|
2024
Q2 | $36.5K | Hold |
175
| – | – | 0.01% | 196 |
|
|
2024
Q1 | $34K | Hold |
175
| – | – | 0.01% | 188 |
|
|
2023
Q4 | $29K | Hold |
175
| – | – | 0.01% | 196 |
|
|
2023
Q3 | $24K | Hold |
175
| – | – | 0.01% | 197 |
|
|
2023
Q2 | $21.6K | Hold |
175
| – | – | 0.01% | 201 |
|
|
2023
Q1 | $20.2K | Hold |
175
| – | – | 0.01% | 201 |
|
|
2022
Q4 | $19K | Hold |
175
| – | – | 0.01% | 186 |
|
|
2022
Q3 | $14K | Hold |
175
| – | – | 0.01% | 216 |
|
|
2022
Q2 | $16K | Sell |
175
-125
| -42% | -$11.4K | 0.01% | 214 |
|
|
2022
Q1 | $33K | Buy |
+300
| New | +$33K | 0.01% | 194 |
|