Evercore Wealth Management’s Kodiak AI KDK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-30,543
2025
Q1
$341K Buy
+30,543
2024
Q1
Sell
-26,850
2023
Q4
$280K Hold
26,850
2023
Q3
$276K Buy
+26,850