CWM
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Congress Wealth Management’s Evolv Technologies EVLV Stock Holding History

Congress Wealth Management’s Portfolio EVLV Stock Details EVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$78.7K Buy
12,614
+2,014
+19% +$9.32K ﹤0.01% 1165
2025
Q1 		$33.1K Buy
+10,600
New +$37.2K ﹤0.01% 1059

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