Moody National Bank Trust Division’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-908
Closed -$252K 500
2024
Q4
$252K Sell
908
-3
-0.3% -$832 0.03% 431
2024
Q3
$231K Buy
+911
New +$231K 0.02% 431