HFM Investment 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	Buy	3 +2	+200%	+$540	﹤0.01%	456
2025 Q1	$200	Buy	+1	New	+$200	﹤0.01%	628