Jackson Wealth Management’s Evercore EVR Stock Holding History

Jackson Wealth Management’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 Q3	$13.3M	Buy
2025 Q2	$10.5M	Sell
2025 Q1	$7.85M	Sell
2024 Q4	$11M	Buy
2024 Q3	$10M	Buy
2024 Q2	$4.97M	Sell
2024 Q1	$7.52M	Buy
2023 Q4	$6.27M	Buy
2023 Q3	$4.91M	Buy
2023 Q2	$4.19M	Buy