Bartlett & Co Wealth Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.74K | Buy |
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|
2025
Q2 | $138 | Hold |
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|
2025
Q1 | $138 | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $4.75K | Hold |
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|
2023
Q4 | $4.65K | Hold |
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|
2023
Q3 | $4.51K | Hold |
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|
2023
Q2 | $5.2K | Hold |
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|
2023
Q1 | $5.44K | Hold |
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|
2022
Q4 | $5.6K | Sell |
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|
2022
Q3 | $11.2K | Hold |
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|
2022
Q2 | $12.3K | Hold |
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|
2022
Q1 | $12.9K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $21.4K | Buy |
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|
2020
Q3 | $18.2K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $52.6K | Hold |
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|
2019
Q4 | $62.2K | Hold |
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|
2019
Q3 | $63.6K | Buy |
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