A detailed history of Journey Strategic Wealth LLC transactions in Evercore Inc. stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 1,496 shares of EVR stock, worth $422,500. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,496
Previous 1,494 0.13%
Holding current value
$422,500
Previous $311,000 21.86%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$211.0 - $258.67 $422 - $517
2 Added 0.13%
1,496 $379,000
Q2 2024

Aug 14, 2024

BUY
$181.5 - $208.43 $21,054 - $24,177
116 Added 8.42%
1,494 $311,000
Q1 2024

May 13, 2024

SELL
$163.68 - $196.33 $4,419 - $5,300
-27 Reduced 1.92%
1,378 $265,000
Q4 2023

Feb 09, 2024

BUY
$126.39 - $173.41 $177,577 - $243,641
1,405 New
1,405 $240,000
Q2 2022

Aug 15, 2022

SELL
$93.36 - $115.14 $178,784 - $220,493
-1,915 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$108.18 - $139.71 $18,390 - $23,750
170 Added 9.74%
1,915 $213,000
Q4 2021

Feb 14, 2022

BUY
$128.95 - $163.18 $225,017 - $284,749
1,745 New
1,745 $237,000

Others Institutions Holding EVR

About Evercore Inc.


  • Ticker EVR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 39,144,200
  • Market Cap $11.1B
  • Description
  • Evercore Inc., together with its subsidiaries, operates as an independent investment banking advisory firm in the United States, Europe, Latin America, and internationally. It operates through two segments, Investment Banking and Investment Management. The Investment Banking segment offers strategic advisory services, such as mergers and acquisi...
More about EVR
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