Insight Wealth Partners’s Evercore EVR Stock Holding History

Insight Wealth Partners’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	$330K	Hold
2025 Q1	$244K	Hold
2024 Q4	$339K	Hold
2024 Q3	$310K	Buy
2024 Q2	$243K	Buy