Retirement Guys Formula’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$229K	Buy	+847	New	+$229K	0.09%	126
2025 Q1	–	Sell	-753	Closed	-$209K	–	149
2024 Q4	$209K	Buy	+753	New	+$209K	0.11%	128