Summit Trail Advisors’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$879K	Buy	3,257 +1,885	+137%	+$509K	0.02%	529
2025 Q1	$274K	Buy	1,372 +319	+30%	+$63.7K	0.01%	336
2024 Q4	$292K	Buy	1,053 +49	+5%	+$13.6K	0.01%	297
2024 Q3	$254K	Buy	+1,004	New	+$254K	0.01%	596