Envestnet Asset Management’s EverQuote EVER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
45,146
+7,616
| +20% | +$184K | ﹤0.01% | 3235 |
|
|
2025
Q1 | $983K | Buy |
+37,530
| New | +$983K | ﹤0.01% | 3218 |
|
|
2024
Q4 | – | Sell |
-110,943
| Closed | -$2.34M | – | 4332 |
|
|
2024
Q3 | $2.34M | Sell |
110,943
-110,161
| -50% | -$2.32M | ﹤0.01% | 2548 |
|
|
2024
Q2 | $4.61M | Sell |
221,104
-119,845
| -35% | -$2.5M | ﹤0.01% | 2072 |
|
|
2024
Q1 | $6.33M | Sell |
340,949
-107,829
| -24% | -$2M | ﹤0.01% | 1813 |
|
|
2023
Q4 | $5.49M | Sell |
448,778
-268,087
| -37% | -$3.28M | ﹤0.01% | 1827 |
|
|
2023
Q3 | $5.18M | Buy |
716,865
+472,821
| +194% | +$3.42M | ﹤0.01% | 1774 |
|
|
2023
Q2 | $1.59M | Buy |
244,044
+98,456
| +68% | +$640K | ﹤0.01% | 2427 |
|
|
2023
Q1 | $2.02M | Sell |
145,588
-131,786
| -48% | -$1.83M | ﹤0.01% | 2192 |
|
|
2022
Q4 | $4.09M | Buy |
277,374
+116,527
| +72% | +$1.72M | ﹤0.01% | 1711 |
|
|
2022
Q3 | $1.1M | Buy |
160,847
+52,672
| +49% | +$359K | ﹤0.01% | 2494 |
|
|
2022
Q2 | $956K | Sell |
108,175
-2,162
| -2% | -$19.1K | ﹤0.01% | 2628 |
|
|
2022
Q1 | $1.79M | Buy |
+110,337
| New | +$1.79M | ﹤0.01% | 2266 |
|
|
2020
Q4 | – | Sell |
-7,539
| Closed | -$291K | – | 3292 |
|
|
2020
Q3 | $291K | Buy |
7,539
+3,612
| +92% | +$139K | ﹤0.01% | 2743 |
|
|
2020
Q2 | $228K | Buy |
+3,927
| New | +$228K | ﹤0.01% | 2820 |
|