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Evelyn Partners Investment Management’s Nasdaq NDAQ Stock Holding History

Evelyn Partners Investment Management’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$28.3M Buy
297,019
+286,269
+2,663% +$27.2M 1.17% 23
2025
Q1 		$21.2M Buy
+10,750
New +$21.2M 0.96% 26