Darwin Wealth 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
-42
Closed -$11.9K 638
2025
Q1
$11.9K Hold
42
﹤0.01% 359
2024
Q4
$11.9K Sell
42
-1
-2% -$282 ﹤0.01% 359
2024
Q3
$10.8K Buy
+43
New +$10.8K ﹤0.01% 378