Wealthstream Advisors, Inc. EVR Holdings History
Wealthstream Advisors, Inc.'s Evercore Inc Holding Summary
As of 2025-03-31, Wealthstream Advisors, Inc. held - shares of Evercore Inc(EVR), totaling N/A. This investment constitutes 0% of their stock portfolio, and Wealthstream Advisors, Inc. now holds 0% of the outstanding Evercore Inc(EVR) stock.
The initial trade took place in 2024Q3. And since then Wealthstream Advisors, Inc. has made 2 purchases of EVR, at an average price of $238.07, for a total of 945.00 shares. In addition, there have been 1 sales at an average price of $249.15 for 945.00 shares. Based on historical transaction data and EVR's current price of $298.52, Wealthstream Advisors, Inc.'s estimated gain on his EVR holdings is $10,472.09, reflecting a 4.65% gain to date.
Wealthstream Advisors, Inc. EVR ($298.52) Holding Chart
Wealthstream Advisors, Inc. EVR ($298.52) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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