EWA
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EP Wealth Advisors’s Evercore EVR Stock Holding History

EP Wealth Advisors’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$389K Sell
1,442
-11
-0.8% -$2.97K ﹤0.01% 895
2025
Q1 		$290K Sell
1,453
-93
-6% -$18.6K ﹤0.01% 924
2024
Q4 		$429K Sell
1,546
-50
-3% -$13.9K ﹤0.01% 744
2024
Q3 		$404K Buy
+1,596
New +$404K ﹤0.01% 757