Executive Wealth Management, LLC Evercore Inc. Transaction History

Executive Wealth Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$163.68 - $196.33 $4.11 Million - $4.93 Million	-25,126 Reduced 43.14%	33,113 $6.38 Million
Q4 2023 Jan 26, 2024	SELL	$126.39 - $173.41 $259,225 - $355,663	-2,051 Reduced 3.4%	58,239 $9.96 Million
Q3 2023 Nov 07, 2023	BUY	$118.06 - $145.97 $122,782 - $151,808	1,040 Added 1.76%	60,290 $8.31 Million
Q2 2023 Aug 02, 2023	BUY	$105.74 - $124.93 $1.24 Million - $1.47 Million	11,730 Added 24.68%	59,250 $7.32 Million
Q1 2023 May 11, 2023	SELL	$110.54 - $136.17 $659,813 - $812,798	-5,969 Reduced 11.16%	47,520 $5.48 Million
Q4 2022 Feb 13, 2023	BUY	$84.72 - $116.35 $4.19 Million - $5.75 Million	49,421 Added 1214.87%	53,489 $5.83 Million
Q3 2022 Nov 10, 2022	SELL	$80.28 - $105.25 $2.9 Million - $3.81 Million	-36,182 Reduced 89.89%	4,068 $4.07 Million
Q2 2022 Jul 26, 2022	SELL	$93.36 - $115.14 $732,876 - $903,849	-7,850 Reduced 16.32%	40,250 $3.77 Million
Q1 2022 Apr 13, 2022	BUY	$108.18 - $139.71 $1.85 Million - $2.39 Million	17,078 Added 55.05%	48,100 $5.35 Million
Q4 2021 Feb 03, 2022	BUY	$128.95 - $163.18 $4 Million - $5.06 Million	31,022 New	31,022 $4.21 Million

545

32.3M

70.2K

70.8K

Ticker EVR
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 39,144,200
Market Cap $11.7B
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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