HWA
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HHM Wealth Advisors’s Evercore EVR Stock Holding History

HHM Wealth Advisors’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 		– Sell
-2
Closed -$400 – 886
2025
Q1 		$400 Hold
2
– – ﹤0.01% 884
2024
Q4 		$555 Buy
+2
New +$555 ﹤0.01% 913