InceptionR’s Evercore EVR Stock Holding History

InceptionR’s Portfolio EVR Stock Details EVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$265K	Sell
2025 Q1	$679K	Buy
2024 Q4	$937K	Buy
2024 Q3	$340K	Buy
2024 Q2	–	Sell
2024 Q1	$1.66M	Buy
2023 Q4	$512K	Sell
2023 Q3	$532K	Buy
2023 Q2	$339K	Sell
2023 Q1	$712K	Buy