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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Buy |
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|
2025
Q1 | $244K | Buy |
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|
2024
Q4 | $212K | Sell |
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|
2024
Q3 | $274K | Sell |
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|
2024
Q2 | $252K | Buy |
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|
2024
Q1 | $233K | Sell |
|
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|
2023
Q4 | $231K | Sell |
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|
2023
Q3 | $226K | Sell |
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|
2023
Q2 | $267K | Sell |
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|
2023
Q1 | $397K | Buy |
|
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|
2022
Q3 | $236K | Buy |
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|
2022
Q2 | $259K | Buy |
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|
2022
Q1 | $271K | Buy |
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|
2021
Q4 | $271K | Sell |
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|
2021
Q3 | $252K | Buy |
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|
2021
Q2 | $245K | Sell |
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|
2021
Q1 | $258K | Buy |
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|
2020
Q4 | $208K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $226K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1.63M | Buy |
|