Briaud Financial Planning’s Evotec EVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9K | Hold |
2,160
| – | – | ﹤0.01% | 246 |
|
|
2025
Q1 | $7K | Hold |
2,160
| – | – | ﹤0.01% | 146 |
|
|
2024
Q4 | $8K | Hold |
2,160
| – | – | ﹤0.01% | 141 |
|
|
2024
Q3 | $7K | Hold |
2,160
| – | – | ﹤0.01% | 110 |
|
|
2024
Q2 | $10K | Hold |
2,160
| – | – | 0.01% | 104 |
|
|
2024
Q1 | $17K | Buy |
+2,160
| New | +$17K | 0.01% | 93 |
|
|
2023
Q4 | – | Sell |
-2,160
| Closed | -$21K | – | 65 |
|
|
2023
Q3 | $21K | Buy |
+2,160
| New | +$21K | 0.02% | 86 |
|