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Whipplewood Advisors’s Evercore EVR Stock Holding History

Whipplewood Advisors’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$10.3K Buy
38
+33
+660% +$8.91K 0.01% 561
2025
Q1 		$7.59K Sell
5
-33
-87% -$50.1K ﹤0.01% 611
2024
Q4 		$10.5K Buy
+38
New +$10.5K 0.01% 549