Forum Financial Management’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$250K	Buy	+926	New	+$250K	﹤0.01%	774
2025 Q1	–	Sell	-922	Closed	-$256K	–	885
2024 Q4	$256K	Buy	+922	New	+$256K	﹤0.01%	710