Manchester Capital Management’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$18.2K	Buy	61 +1	+2%	+$327	﹤0.01%	697
2025 Q4	$20.4K	Buy	60 +10	+20%	+$3.21K	﹤0.01%	660
2025 Q3	$16.9K	Hold	50	–	–	﹤0.01%	774
2025 Q2	$13.5K	Sell	50 -1,801	-97%	-$396K	﹤0.01%	788
2025 Q1	$370K	Buy	1,851 +274	+17%	+$68.3K	0.05%	251
2024 Q4	$437K	Hold	1,577	–	–	0.05%	212
2024 Q3	$400K	Buy	1,577 +669	+74%	+$159K	0.05%	235
2024 Q2	$189K	Hold	908	–	–	0.02%	324
2024 Q1	$175K	Buy	908 +859	+1,753%	+$155K	0.02%	326
2023 Q4	$8.38K	Hold	49	–	–	﹤0.01%	628
2023 Q3	$6.76K	Hold	49	–	–	﹤0.01%	615
2023 Q2	$6.06K	Sell	49 -27	-36%	-$3.11K	﹤0.01%	599
2023 Q1	$8.77K	Hold	76	–	–	﹤0.01%	561
2022 Q4	$8.29K	Buy	76 +44	+138%	+$4.59K	﹤0.01%	484
2022 Q3	$3K	Buy	+32	New	+$3.03K	﹤0.01%	575
2022 Q2	–	Sell	-12	Closed	-$1K	–	1021
2022 Q1	$1K	Buy	12 +10	+500%	+$1.23K	﹤0.01%	923
2021 Q4	$0	Sell	2 -4	-67%	-$583	﹤0.01%	1041
2021 Q3	$1K	Buy	+6	New	+$815	﹤0.01%	950