Carson Wealth (CWM LLC)’s EverCommerce EVCM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8K | Buy |
797
+127
| +19% | +$1.28K | ﹤0.01% | 4388 |
|
|
2025
Q1 | $7K | Buy |
670
+248
| +59% | +$2.59K | ﹤0.01% | 4272 |
|
|
2024
Q4 | $5K | Buy |
422
+127
| +43% | +$1.51K | ﹤0.01% | 4188 |
|
|
2024
Q3 | $3K | Buy |
295
+7
| +2% | +$71 | ﹤0.01% | 4267 |
|
|
2024
Q2 | $3K | Buy |
288
+37
| +15% | +$385 | ﹤0.01% | 4060 |
|
|
2024
Q1 | $2K | Buy |
251
+11
| +5% | +$88 | ﹤0.01% | 3967 |
|
|
2023
Q4 | $3K | Hold |
240
| – | – | ﹤0.01% | 3683 |
|
|
2023
Q3 | $2K | Hold |
240
| – | – | ﹤0.01% | 3788 |
|
|
2023
Q2 | $3K | Hold |
240
| – | – | ﹤0.01% | 3623 |
|
|
2023
Q1 | $3K | Hold |
240
| – | – | ﹤0.01% | 3485 |
|
|
2022
Q4 | $2K | Buy |
+240
| New | +$2K | ﹤0.01% | 3533 |
|