Annis Gardner Whiting Capital Advisors’s Evercore EVR Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio EVR Stock Details EVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.94K	Hold
2025 Q1	$4.39K	Hold
2024 Q4	$6.1K	Sell
2024 Q3	$15.7K	Sell
2024 Q2	$20.4K	Hold
2024 Q1	$18.9K	Buy
2023 Q4	$3.76K	Hold
2023 Q3	$3.03K	Buy