HWM
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HighMark Wealth Management’s Evercore EVR Stock Holding History

HighMark 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 		$2.7K Hold
10
– – ﹤0.01% 463
2025
Q1 		$2K Hold
10
– – ﹤0.01% 450
2024
Q4 		$2.77K Hold
10
– – ﹤0.01% 433
2024
Q3 		$2.53K Hold
10
– – ﹤0.01% 461
2024
Q2 		$2.08K Buy
+10
New +$2.08K ﹤0.01% 468