Foster & Motley’s Evercore EVR Stock Holding History

Foster & Motley’s Portfolio EVR Stock Details EVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$379K	Sell
2025 Q2	$383K	Sell
2025 Q1	$613K	Sell
2024 Q4	$1.19M	Sell
2024 Q3	$1.39M	Sell
2024 Q2	$1.35M	Sell
2024 Q1	$1.26M	Buy
2023 Q4	$1.12M	Buy
2023 Q3	$554K	Buy