Executive Wealth Management, LLC
- SEC CIK
- 0001542611
- Latest filing
- Feb 13, 2025
EVR holding history
Evercore Inc. in every 13F filed by Executive Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
EVR overviewAll 13F holders of EVRFull Q4 2024 holdings
- Shares (Q2 2024)
- 0
- Sold out in Q2 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 10
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2024 | 0 | $0 | 0.0% | −33,113−100.0% | Sold out | Holders |
| Q1 2024 | 33,113 | $6.27M | 0.5% | −25,126−43.1% | Reduced | Holders |
| Q4 2023 | 58,239 | $9.96M | 0.9% | −2,051−3.4% | Reduced | Holders |
| Q3 2023 | 60,290 | $8.31M | 0.9% | +1,040+1.8% | Added | Holders |
| Q2 2023 | 59,250 | $7.32M | 0.8% | +11,730+24.7% | Added | Holders |
| Q1 2023 | 47,520 | $5.48M | 0.6% | −5,969−11.2% | Reduced | Holders |
| Q4 2022 | 53,489 | $5.83M | 0.7% | +49,421+1,214.9% | Added | Holders |
| Q3 2022 | 4,068 | $4.07M | 0.6% | −36,182−89.9% | Reduced | Holders |
| Q2 2022 | 40,250 | $3.77M | 0.5% | −7,850−16.3% | Reduced | Holders |
| Q1 2022 | 48,100 | $5.35M | 0.6% | +17,078+55.1% | Added | Holders |
| Q4 2021 | 31,022 | $4.21M | 0.4% | +31,022 | New | Holders |