Heritage Wealth Management (Ohio)’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$270K	Buy	+1,000	New	+$270K	0.09%	193
2025 Q1	–	Sell	-1,000	Closed	-$277K	–	233
2024 Q4	$277K	Hold	1,000	–	–	0.09%	196
2024 Q3	$253K	Hold	1,000	–	–	0.08%	199
2024 Q2	$213K	Buy	+1,000	New	+$213K	0.07%	212