Crewe Advisors’s Evercore EVR Stock Holding History

Crewe 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	$811	Hold
2025 Q1	$600	Buy
2024 Q4	$555	Buy
2024 Q3	$254	Buy
2023 Q2	–	Sell
2023 Q1	$18.5K	Hold
2022 Q4	$17.5K	Hold
2022 Q3	$13K	Hold
2022 Q2	$15K	Buy