Portside Wealth Group, LLC Evercore Inc. Transaction History

Portside Wealth Group, LLC

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$190.28 - $291.27 $7,040 - $10,776	-37 Reduced 3.81%	935 $259 Million
Q3 2024 Oct 31, 2024	BUY	$211.0 - $258.67 $205,092 - $251,427	972 New	972 $246 Million
Q2 2023 Aug 01, 2023	BUY	$105.74 - $124.93 $2.37 Million - $2.8 Million	22,449 New	22,449 $2.77 Million

628

34.8M

238K

197K

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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