Charles Schwab’s EverCommerce EVCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Sell |
145,432
-17,430
| -11% | -$183K | ﹤0.01% | 2755 |
|
|
2025
Q1 | $1.64M | Sell |
162,862
-5,725
| -3% | -$57.7K | ﹤0.01% | 2676 |
|
|
2024
Q4 | $1.86M | Buy |
168,587
+1,092
| +0.7% | +$12K | ﹤0.01% | 2702 |
|
|
2024
Q3 | $1.74M | Sell |
167,495
-8,464
| -5% | -$87.7K | ﹤0.01% | 2748 |
|
|
2024
Q2 | $1.93M | Sell |
175,959
-2,134
| -1% | -$23.4K | ﹤0.01% | 2709 |
|
|
2024
Q1 | $1.68M | Buy |
178,093
+3,140
| +2% | +$29.6K | ﹤0.01% | 2643 |
|
|
2023
Q4 | $1.93M | Sell |
174,953
-938
| -0.5% | -$10.3K | ﹤0.01% | 2634 |
|
|
2023
Q3 | $1.76M | Sell |
175,891
-26,366
| -13% | -$264K | ﹤0.01% | 2636 |
|
|
2023
Q2 | $2.39M | Buy |
202,257
+355
| +0.2% | +$4.2K | ﹤0.01% | 2496 |
|
|
2023
Q1 | $2.14M | Sell |
201,902
-3,225
| -2% | -$34.1K | ﹤0.01% | 2511 |
|
|
2022
Q4 | $1.53M | Buy |
205,127
+3,458
| +2% | +$25.7K | ﹤0.01% | 2640 |
|
|
2022
Q3 | $2.21M | Buy |
201,669
+55,397
| +38% | +$606K | ﹤0.01% | 2557 |
|
|
2022
Q2 | $1.32M | Sell |
146,272
-16,910
| -10% | -$153K | ﹤0.01% | 2694 |
|
|
2022
Q1 | $2.16M | Buy |
163,182
+32,992
| +25% | +$436K | ﹤0.01% | 2616 |
|
|
2021
Q4 | $2.05M | Buy |
130,190
+1,814
| +1% | +$28.6K | ﹤0.01% | 2700 |
|
|
2021
Q3 | $2.12M | Buy |
+128,376
| New | +$2.12M | ﹤0.01% | 2693 |
|