Narus Financial 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	$264K	Buy	+979	New	+$264K	0.08%	123
2025 Q1	–	Sell	-999	Closed	-$277K	–	152
2024 Q4	$277K	Hold	999	–	–	0.09%	123
2024 Q3	$253K	Hold	999	–	–	0.09%	129
2024 Q2	$208K	Buy	+999	New	+$208K	0.08%	138