Carson Wealth (CWM LLC)’s Everi Holdings EVRI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$62K Buy
4,350
+414
+11% +$5.9K ﹤0.01% 3102
2025
Q1
$54K Buy
3,936
+312
+9% +$4.28K ﹤0.01% 2912
2024
Q4
$49K Sell
3,624
-75
-2% -$1.01K ﹤0.01% 2812
2024
Q3
$49K Buy
3,699
+187
+5% +$2.48K ﹤0.01% 2701
2024
Q2
$30K Buy
3,512
+1,897
+117% +$16.2K ﹤0.01% 2830
2024
Q1
$16K Sell
1,615
-47
-3% -$466 ﹤0.01% 3035
2023
Q4
$19K Buy
1,662
+38
+2% +$434 ﹤0.01% 2796
2023
Q3
$21K Buy
1,624
+1,286
+380% +$16.6K ﹤0.01% 2648
2023
Q2
$5K Hold
338
﹤0.01% 3429
2023
Q1
$6K Hold
338
﹤0.01% 3196
2022
Q4
$5K Buy
+338
New +$5K ﹤0.01% 3155