Plante Moran Financial Advisors’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-22	Closed	-$2.72K	–	793
2023 Q2	$2.72K	Hold	22	–	–	﹤0.01%	670
2023 Q1	$2.54K	Hold	22	–	–	﹤0.01%	689
2022 Q4	$2.4K	Hold	22	–	–	﹤0.01%	731
2022 Q3	$2K	Hold	22	–	–	﹤0.01%	780
2022 Q2	$2K	Hold	22	–	–	﹤0.01%	810
2022 Q1	$2K	Hold	22	–	–	﹤0.01%	740
2021 Q4	$3K	Hold	22	–	–	﹤0.01%	879
2021 Q3	$3K	Hold	22	–	–	﹤0.01%	831
2021 Q2	$3K	Sell	22 -49	-69%	-$6.85K	﹤0.01%	848
2021 Q1	$9K	Buy	71 +43	+154%	+$5.25K	﹤0.01%	669
2020 Q4	$3K	Buy	28 +6	+27%	+$534	﹤0.01%	743
2020 Q3	$1K	Hold	22	–	–	﹤0.01%	807
2020 Q2	$1K	Hold	22	–	–	﹤0.01%	701
2020 Q1	$1K	Hold	22	–	–	﹤0.01%	686
2019 Q4	$2K	Hold	22	–	–	﹤0.01%	682
2019 Q3	$2K	Hold	22	–	–	﹤0.01%	773
2019 Q2	$2K	Hold	22	–	–	﹤0.01%	724
2019 Q1	$2K	Hold	22	–	–	﹤0.01%	713
2018 Q4	$2K	Hold	22	–	–	﹤0.01%	706
2018 Q3	$2K	Hold	22	–	–	﹤0.01%	688
2018 Q2	$2K	Hold	22	–	–	﹤0.01%	718
2018 Q1	$2K	Buy	+22	New	+$2.07K	﹤0.01%	832
2017 Q1	–	Sell	-36	Closed	-$2K	–	915
2016 Q4	$2K	Sell	36 -3	-8%	-$184	﹤0.01%	848
2016 Q3	$2K	Hold	39	–	–	﹤0.01%	832
2016 Q2	$2K	Sell	39 -15	-28%	-$747	﹤0.01%	789
2016 Q1	$3K	Buy	+54	New	+$2.58K	﹤0.01%	654