Financial Network Wealth Advisors’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$810 Hold
3
﹤0.01% 801
2025
Q1
$599 Buy
+3
New +$599 ﹤0.01% 768
2024
Q4
Sell
-25
Closed -$6.33K 598
2024
Q3
$6.33K Hold
25
0.01% 502
2024
Q2
$5.21K Buy
+25
New +$5.21K ﹤0.01% 575