Bridges Investment Management’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.43M	Buy	12,698 +1,700	+15%	+$459K	0.05%	125
2025 Q1	$2.2M	Buy	10,998 +5,795	+111%	+$1.16M	0.03%	148
2024 Q4	$1.44M	Buy	5,203 +804	+18%	+$223K	0.02%	170
2024 Q3	$1.11M	Hold	4,399	–	–	0.02%	188
2024 Q2	$917K	Buy	+4,399	New	+$917K	0.01%	198