Courier Capital’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$270K	Buy	+1,000	New	+$270K	0.02%	338
2025 Q1	–	Sell	-1,000	Closed	-$277K	–	377
2024 Q4	$277K	Hold	1,000	–	–	0.02%	312
2024 Q3	$253K	Hold	1,000	–	–	0.02%	319
2024 Q2	$208K	Buy	+1,000	New	+$208K	0.02%	328