ECM
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Evergreen Capital Management’s RH RH Stock Holding History

Evergreen Capital Management’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.1M Buy
36,504
+2,090
+6% +$381K 0.11% 193
2025
Q4 		$6.17M Buy
34,414
+14,247
+71% +$2.44M 0.14% 154
2025
Q3 		$4.1M Buy
20,167
+2,924
+17% +$635K 0.1% 190
2025
Q2 		$3.26M Buy
17,243
+609
+4% +$113K 0.1% 206
2025
Q1 		$3.9M Sell
16,634
-694
-4% -$240K 0.13% 179
2024
Q4 		$6.82M Buy
17,328
+304
+2% +$108K 0.22% 127
2024
Q3 		$5.69M Buy
17,024
+501
+3% +$138K 0.19% 138
2024
Q2 		$4.04M Buy
16,523
+195
+1% +$51.3K 0.15% 165
2024
Q1 		$5.69M Sell
16,328
-81
-0.5% -$22.1K 0.22% 124
2023
Q4 		$4.78M Sell
16,409
-2,031
-11% -$524K 0.2% 143
2023
Q3 		$4.87M Sell
18,440
-396
-2% -$138K 0.21% 139
2023
Q2 		$6.21M Buy
18,836
+209
+1% +$54.6K 0.26% 116
2023
Q1 		$4.54M Sell
18,627
-176
-0.9% -$51.1K 0.2% 135
2022
Q4 		$5.02M Buy
18,803
+101
+0.5% +$26.3K 0.24% 124
2022
Q3 		$4.6M Buy
18,702
+1,136
+6% +$307K 0.24% 120
2022
Q2 		$3.73M Buy
17,566
+16,892
+2,506% +$5.01M 0.19% 140
2022
Q1 		$220K Buy
674
+257
+62% +$103K 0.01% 582
2021
Q4 		$223K Hold
417
– – 0.01% 566
2021
Q3 		$278K Hold
417
– – 0.01% 456
2021
Q2 		$283K Hold
417
– – 0.01% 434
2021
Q1 		$249K Buy
+417
New +$206K 0.01% 432

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