Apexium Financial’s Evergy EVRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$602K	Hold	8,728	–	–	0.03%	167
2025 Q1	$602K	Buy	8,728 +71	+0.8%	+$4.9K	0.04%	155
2024 Q4	$533K	Buy	+8,657	New	+$533K	0.03%	158