Cornerstone Wealth Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $310K | Buy |
3,778
+16
| +0.4% | +$1.26K | 0.02% | 569 |
|
|
2025
Q4 | $273K | Buy |
3,762
+18
| +0.5% | +$1.37K | 0.01% | 575 |
|
|
2025
Q3 | $285K | Buy |
3,744
+93
| +3% | +$6.63K | 0.02% | 544 |
|
|
2025
Q2 | $252K | Buy |
3,651
+111
| +3% | +$7.46K | 0.02% | 559 |
|
|
2025
Q1 | $244K | Buy |
3,540
+89
| +3% | +$5.82K | 0.02% | 523 |
|
|
2024
Q4 | $212K | Sell |
3,451
-965
| -22% | -$59.7K | 0.01% | 547 |
|
|
2024
Q3 | $274K | Sell |
4,416
-335
| -7% | -$19.5K | 0.02% | 475 |
|
|
2024
Q2 | $252K | Buy |
4,751
+394
| +9% | +$21K | 0.02% | 468 |
|
|
2024
Q1 | $233K | Sell |
4,357
-63
| -1% | -$3.22K | 0.02% | 487 |
|
|
2023
Q4 | $231K | Sell |
4,420
-47
| -1% | -$2.37K | 0.02% | 470 |
|
|
2023
Q3 | $226K | Sell |
4,467
-106
| -2% | -$6.02K | 0.02% | 486 |
|
|
2023
Q2 | $267K | Sell |
4,573
-1,925
| -30% | -$116K | 0.02% | 427 |
|
|
2023
Q1 | $397K | Buy |
+6,498
| New | +$395K | 0.04% | 323 |
|
|
2022
Q3 | $236K | Buy |
3,965
+1
| +0% | +$67 | 0.03% | 390 |
|
|
2022
Q2 | $259K | Buy |
3,964
+2
| +0.1% | +$136 | 0.03% | 379 |
|
|
2022
Q1 | $271K | Buy |
3,962
+1
| +0% | +$65 | 0.03% | 384 |
|
|
2021
Q4 | $271K | Sell |
3,961
-94
| -2% | -$6.11K | 0.03% | 418 |
|
|
2021
Q3 | $252K | Buy |
4,055
+1
| +0% | +$66 | 0.03% | 391 |
|
|
2021
Q2 | $245K | Sell |
4,054
-274
| -6% | -$17.1K | 0.03% | 409 |
|
|
2021
Q1 | $258K | Buy |
4,328
+583
| +16% | +$32.3K | 0.03% | 378 |
|
|
2020
Q4 | $208K | Buy |
+3,745
| New | +$205K | 0.03% | 393 |
|
|
2019
Q4 | – | Sell |
-3,402
| Closed | -$226K | – | 355 |
|
|
2019
Q3 | $226K | Buy |
+3,402
| New | +$215K | 0.04% | 311 |
|
|
2018
Q3 | – | Sell |
-92,772
| Closed | -$1.63M | – | 1373 |
|
|
2018
Q2 | $1.63M | Buy |
+92,772
| New | +$4.97M | 0.02% | 600 |
|
Other funds holding EVRG
VCM
VPM
