Richards, Merrill & Peterson’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-167	Closed	-$33.4K	–	291
2025 Q1	$33.4K	Hold	167	–	–	0.02%	291
2024 Q4	$46.3K	Buy	+167	New	+$46.3K	0.02%	248