Burns Matteson Capital 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	–	Sell	-1,303	Closed	-$260K	–	193
2025 Q1	$260K	Buy	1,303 +295	+29%	+$58.9K	0.14%	132
2024 Q4	$279K	Hold	1,008	–	–	0.16%	122
2024 Q3	$255K	Buy	1,008 +16	+2%	+$4.05K	0.14%	128
2024 Q2	$207K	Buy	+992	New	+$207K	0.13%	140