Bank of America’s EverCommerce EVCM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$348K Sell
33,113
-4,765
-13% -$50K ﹤0.01% 4984
2025
Q1
$382K Sell
37,878
-6,942
-15% -$70K ﹤0.01% 4867
2024
Q4
$493K Buy
44,820
+5,347
+14% +$58.9K ﹤0.01% 4712
2024
Q3
$409K Sell
39,473
-5,087
-11% -$52.7K ﹤0.01% 4779
2024
Q2
$489K Buy
44,560
+15,163
+52% +$166K ﹤0.01% 4596
2024
Q1
$277K Sell
29,397
-15,025
-34% -$142K ﹤0.01% 4886
2023
Q4
$490K Sell
44,422
-10,744
-19% -$119K ﹤0.01% 4636
2023
Q3
$553K Sell
55,166
-4,835
-8% -$48.5K ﹤0.01% 4429
2023
Q2
$710K Sell
60,001
-27,749
-32% -$329K ﹤0.01% 4240
2023
Q1
$928K Buy
87,750
+8,744
+11% +$92.5K ﹤0.01% 4224
2022
Q4
$588K Buy
79,006
+64,840
+458% +$482K ﹤0.01% 4579
2022
Q3
$154K Buy
14,166
+5,815
+70% +$63.2K ﹤0.01% 5327
2022
Q2
$76K Buy
8,351
+1,186
+17% +$10.8K ﹤0.01% 5832
2022
Q1
$94K Sell
7,165
-39,174
-85% -$514K ﹤0.01% 6116
2021
Q4
$730K Buy
46,339
+44,743
+2,803% +$705K ﹤0.01% 4822
2021
Q3
$26K Buy
+1,596
New +$26K ﹤0.01% 6409