HWM
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HB Wealth Management’s Evercore EVR Stock Holding History

HB Wealth Management’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$367K Sell
1,361
-155
-10% -$41.9K ﹤0.01% 846
2025
Q1 		$303K Buy
1,516
+728
+92% +$145K ﹤0.01% 945
2024
Q4 		$218K Buy
+788
New +$218K ﹤0.01% 935