Creative Planning’s Evolent Health EVH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
110,795
+35,854
| +48% | +$404K | ﹤0.01% | 1668 |
|
|
2025
Q1 | $710K | Sell |
74,941
-3,244
| -4% | -$30.7K | ﹤0.01% | 1988 |
|
|
2024
Q4 | $880K | Buy |
78,185
+34,923
| +81% | +$393K | ﹤0.01% | 1736 |
|
|
2024
Q3 | $1.22M | Buy |
43,262
+25,171
| +139% | +$712K | ﹤0.01% | 1365 |
|
|
2024
Q2 | $346K | Buy |
18,091
+1,973
| +12% | +$37.7K | ﹤0.01% | 2229 |
|
|
2024
Q1 | $529K | Buy |
16,118
+6,265
| +64% | +$205K | ﹤0.01% | 1810 |
|
|
2023
Q4 | $325K | Buy |
+9,853
| New | +$325K | ﹤0.01% | 2028 |
|
|
2017
Q3 | – | Sell |
-525
| Closed | -$13K | – | 2386 |
|
|
2017
Q2 | $13K | Buy |
525
+125
| +31% | +$3.1K | ﹤0.01% | 3415 |
|
|
2017
Q1 | $9K | Hold |
400
| – | – | ﹤0.01% | 3599 |
|
|
2016
Q4 | $6K | Hold |
400
| – | – | ﹤0.01% | 3766 |
|
|
2016
Q3 | $10K | Hold |
400
| – | – | ﹤0.01% | 3450 |
|
|
2016
Q2 | $8K | Hold |
400
| – | – | ﹤0.01% | 3324 |
|
|
2016
Q1 | $4K | Hold |
400
| – | – | ﹤0.01% | 3629 |
|
|
2015
Q4 | $5K | Hold |
400
| – | – | ﹤0.01% | 3600 |
|
|
2015
Q3 | $6K | Buy |
+400
| New | +$6K | ﹤0.01% | 3463 |
|