Savant Capital’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.38M	Buy	12,499 +3,869	+45%	+$1.04M	0.02%	402
2025 Q1	$1.72M	Buy	8,630 +7,548	+698%	+$1.51M	0.01%	560
2024 Q4	$300K	Buy	1,082 +146	+16%	+$40.5K	﹤0.01%	1112
2024 Q3	$237K	Buy	+936	New	+$237K	﹤0.01%	1198