Carolinas Wealth Consulting LLC Evercore Inc. Transaction History

Carolinas Wealth Consulting LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$118.06 - $145.97 $5,312 - $6,568	-45 Reduced 84.91%	8 $1,000
Q2 2023 Aug 14, 2023	SELL	$105.74 - $124.93 $6,661 - $7,870	-63 Reduced 54.31%	53 $6,000
Q4 2021 Feb 14, 2022	SELL	$128.95 - $163.18 $1,289 - $1,631	-10 Reduced 7.94%	116 $16,000
Q3 2021 Nov 15, 2021	SELL	$125.41 - $143.61 $8,778 - $10,052	-70 Reduced 35.71%	126 $17,000
Q2 2021 Aug 17, 2021	BUY	$128.03 - $149.4 $8,578 - $10,009	67 Added 51.94%	196 $28,000
Q4 2020 Feb 16, 2021	SELL	$66.15 - $111.57 $1,256 - $2,119	-19 Reduced 12.84%	129 $14,000
Q3 2020 Nov 12, 2020	BUY	$53.7 - $66.35 $7,947 - $9,819	148 New	148 $10,000

546

32.3M

70.2K

70.8K

Ticker EVR
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 39,144,200
Market Cap $12.1B
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...

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