Evelyn Partners Investment Management Services’s Nasdaq NDAQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.23M	Buy	54,501 +54,396	+51,806%	+$5.22M	0.7%	35
2025 Q1	$2.52M	Buy	+105	New	+$2.52M	0.44%	40