Prestige Wealth Management Group’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	$6.27K	Hold	21	–	–	﹤0.01%	510
2025 Q4	$7.15K	Hold	21	–	–	﹤0.01%	503
2025 Q3	$7.08K	Hold	21	–	–	﹤0.01%	508
2025 Q2	$5.67K	Hold	21	–	–	﹤0.01%	540
2025 Q1	$4.2K	Hold	21	–	–	﹤0.01%	600
2024 Q4	$5.82K	Hold	21	–	–	﹤0.01%	565
2024 Q3	$5.32K	Hold	21	–	–	﹤0.01%	600
2024 Q2	$4.38K	Hold	21	–	–	﹤0.01%	578
2024 Q1	$4.04K	Hold	21	–	–	﹤0.01%	616
2023 Q4	$3.59K	Hold	21	–	–	﹤0.01%	647
2023 Q3	$2.9K	Hold	21	–	–	﹤0.01%	674
2023 Q2	$2.6K	Hold	21	–	–	﹤0.01%	716
2023 Q1	$2.42K	Hold	21	–	–	﹤0.01%	711
2022 Q4	$2.29K	Hold	21	–	–	﹤0.01%	803
2022 Q3	$2K	Buy	+21	New	+$1.99K	﹤0.01%	727
2022 Q2	–	Sell	-11	Closed	-$1K	–	998
2022 Q1	$1K	Buy	11 +8	+267%	+$984	﹤0.01%	866
2021 Q4	$0	Hold	3	–	–	﹤0.01%	1004
2021 Q3	$0	Hold	3	–	–	﹤0.01%	995
2021 Q2	$0	Hold	3	–	–	﹤0.01%	984
2021 Q1	$0	Hold	3	–	–	﹤0.01%	971
2020 Q4	$0	Buy	+3	New	+$267	﹤0.01%	961