Trek Financial, LLC Evercore Inc. Transaction History

Trek Financial, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 10, 2022	SELL	$108.18 - $139.71 $582,549 - $752,338	-5,385 Closed	0 $0
Q4 2021 Jan 19, 2022	BUY	$128.95 - $163.18 $160,155 - $202,669	1,242 Added 29.98%	5,385 $732,000
Q3 2021 Nov 12, 2021	BUY	$125.41 - $143.61 $45,022 - $51,555	359 Added 9.49%	4,143 $554,000
Q2 2021 Aug 06, 2021	SELL	$128.03 - $149.4 $45,578 - $53,186	-356 Reduced 8.6%	3,784 $533,000
Q1 2021 May 17, 2021	BUY	$106.57 - $142.41 $441,199 - $589,577	4,140 New	4,140 $545,000

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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