Evelyn Partners Investment Management’s State Street STT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$261K	Sell	2,455 -1,484	-38%	-$158K	0.01%	132
2025 Q1	$220K	Buy	+3,939	New	+$220K	0.01%	133