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TLWM Financial’s Evercore EVR Stock Holding History

TLWM Financial’s Portfolio EVR Stock Details EVR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,771
Closed -$753K – 72
2025
Q1 		$753K Buy
3,771
+199
+6% +$39.7K 0.15% 52
2024
Q4 		$990K Buy
+3,572
New +$990K 0.19% 44