Carson Wealth (CWM LLC)’s Evolent Health EVH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26K | Buy |
2,296
+42
| +2% | +$476 | ﹤0.01% | 3731 |
|
|
2025
Q1 | $21K | Buy |
2,254
+1,884
| +509% | +$17.6K | ﹤0.01% | 3622 |
|
|
2024
Q4 | $4K | Sell |
370
-289
| -44% | -$3.12K | ﹤0.01% | 4296 |
|
|
2024
Q3 | $19K | Buy |
659
+91
| +16% | +$2.62K | ﹤0.01% | 3384 |
|
|
2024
Q2 | $11K | Buy |
568
+97
| +21% | +$1.88K | ﹤0.01% | 3473 |
|
|
2024
Q1 | $15K | Sell |
471
-240
| -34% | -$7.64K | ﹤0.01% | 3083 |
|
|
2023
Q4 | $23K | Buy |
711
+10
| +1% | +$323 | ﹤0.01% | 2682 |
|
|
2023
Q3 | $19K | Sell |
701
-8
| -1% | -$217 | ﹤0.01% | 2708 |
|
|
2023
Q2 | $21K | Sell |
709
-77
| -10% | -$2.28K | ﹤0.01% | 2595 |
|
|
2023
Q1 | $26K | Buy |
786
+72
| +10% | +$2.38K | ﹤0.01% | 2314 |
|
|
2022
Q4 | $20K | Buy |
714
+214
| +43% | +$5.99K | ﹤0.01% | 2358 |
|
|
2022
Q3 | $18K | Hold |
500
| – | – | ﹤0.01% | 2280 |
|
|
2022
Q2 | $15K | Hold |
500
| – | – | ﹤0.01% | 2302 |
|
|
2022
Q1 | $16K | Hold |
500
| – | – | ﹤0.01% | 2212 |
|
|
2021
Q4 | $14K | Buy |
+500
| New | +$14K | ﹤0.01% | 2162 |
|
|
2021
Q2 | $13K | Hold |
602
| – | – | ﹤0.01% | 1980 |
|
|
2021
Q1 | $13K | Hold |
602
| – | – | ﹤0.01% | 1980 |
|
|
2020
Q4 | $13K | Hold |
602
| – | – | ﹤0.01% | 1980 |
|
|
2020
Q3 | $13K | Hold |
602
| – | – | ﹤0.01% | 1980 |
|
|
2020
Q2 | $13K | Hold |
602
| – | – | ﹤0.01% | 1980 |
|
|
2020
Q1 | $13K | Hold |
602
| – | – | ﹤0.01% | 1980 |
|
|
2019
Q4 | $13K | Hold |
602
| – | – | ﹤0.01% | 1980 |
|
|
2019
Q3 | $13K | Hold |
602
| – | – | ﹤0.01% | 1980 |
|
|
2019
Q2 | $13K | Hold |
602
| – | – | ﹤0.01% | 1980 |
|
|
2019
Q1 | $13K | Sell |
602
-114,350
| -99% | -$2.47M | ﹤0.01% | 1980 |
|
|
2018
Q4 | $2.29M | Sell |
114,952
-69,962
| -38% | -$1.4M | 0.06% | 270 |
|
|
2018
Q3 | $5.25M | Buy |
184,914
+47,455
| +35% | +$1.35M | 0.13% | 157 |
|
|
2018
Q2 | $2.89M | Buy |
137,459
+1,222
| +0.9% | +$25.7K | 0.1% | 176 |
|
|
2018
Q1 | $1.94M | Sell |
136,237
-11,085
| -8% | -$158K | 0.08% | 177 |
|
|
2017
Q4 | $1.81M | Buy |
147,322
+74,690
| +103% | +$919K | 0.08% | 179 |
|
|
2017
Q3 | $1.29M | Buy |
72,632
+274
| +0.4% | +$4.88K | 0.06% | 185 |
|
|
2017
Q2 | $1.83M | Buy |
+72,358
| New | +$1.83M | 0.09% | 160 |
|