Personal Cfo Solutions, LLC Evercore Inc. Transaction History

Personal Cfo Solutions, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 01, 2022	SELL	$80.28 - $105.25 $4,977 - $6,525	-62 Reduced 2.44%	2,478 $204,000
Q2 2022 Aug 05, 2022	SELL	$93.36 - $115.14 $20,819 - $25,676	-223 Reduced 8.07%	2,540 $238,000
Q1 2022 May 02, 2022	SELL	$108.18 - $139.71 $5,084 - $6,566	-47 Reduced 1.67%	2,763 $308,000
Q4 2021 Feb 11, 2022	BUY	$128.95 - $163.18 $5,931 - $7,506	46 Added 1.66%	2,810 $382,000
Q3 2021 Nov 18, 2021	BUY	$125.41 - $143.61 $54,929 - $62,901	438 Added 18.83%	2,764 $369,000
Q2 2021 Jul 22, 2021	SELL	$128.03 - $149.4 $85,524 - $99,799	-668 Reduced 22.31%	2,326 $327,000
Q1 2021 Apr 21, 2021	BUY	$106.57 - $142.41 $46,677 - $62,375	438 Added 17.14%	2,994 $394,000
Q4 2020 Feb 09, 2021	BUY	$66.15 - $111.57 $169,079 - $285,172	2,556 New	2,556 $280,000

544

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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