DiNuzzo Private Wealth’s Evercore EVR Stock Holding History

DiNuzzo Private Wealth’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 Q3	$1.93K	Hold
2025 Q2	$1.62K	Sell
2025 Q1	$1.4K	Sell
2024 Q4	$2.22K	Buy
2024 Q3	$1.77K	Hold
2024 Q2	$1.46K	Buy
2024 Q1	$963	Hold
2023 Q4	$856	Buy