Insight Wealth Partners’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$330K	Hold	1,223	–	–	0.13%	82
2025 Q1	$244K	Hold	1,223	–	–	0.04%	93
2024 Q4	$339K	Hold	1,223	–	–	0.05%	76
2024 Q3	$310K	Buy	1,223 +55	+5%	+$13.9K	0.06%	79
2024 Q2	$243K	Buy	+1,168	New	+$243K	0.04%	78