One Wealth Advisors, LLC Evercore Inc. Transaction History

One Wealth Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$84.72 - $116.35 $9,149 - $12,565	108 New	108 $11,000
Q2 2019 Aug 14, 2019	SELL	$77.23 - $98.02 $13,746 - $17,447	-178 Closed	0 $0
Q1 2019 May 15, 2019	BUY	$73.67 - $93.68 $13,113 - $16,675	178 New	178 $16,000
Q4 2018 Feb 15, 2019	SELL	$64.9 - $98.8 $177,047 - $269,526	-2,728 Closed	0 $0
Q3 2018 Nov 15, 2018	SELL	$100.55 - $114.95 $603 - $689	-6 Reduced 0.22%	2,728 $274,000
Q2 2018 Aug 14, 2018	BUY	$86.8 - $112.05 $62,930 - $81,236	725 Added 36.09%	2,734 $288,000
Q1 2018 May 15, 2018	BUY	$83.35 - $101.8 $163,199 - $199,324	1,958 Added 3839.22%	2,009 $175,000
Q4 2017 Feb 14, 2018	BUY	$75.9 - $92.2 $3,870 - $4,702	51	51 $5,000

546

32.3M

70.2K

70.8K

Ticker EVR
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 39,144,200
Market Cap $12.2B
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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