Envestnet Asset Management’s Evolent Health EVH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Sell |
20,139
-2,392
| -11% | -$26.9K | ﹤0.01% | 4171 |
|
|
2025
Q1 | $213K | Buy |
22,531
+9,730
| +76% | +$92.1K | ﹤0.01% | 4115 |
|
|
2024
Q4 | $144K | Sell |
12,801
-60,709
| -83% | -$683K | ﹤0.01% | 4158 |
|
|
2024
Q3 | $2.08M | Buy |
73,510
+13,512
| +23% | +$382K | ﹤0.01% | 2631 |
|
|
2024
Q2 | $1.15M | Buy |
59,998
+9,588
| +19% | +$183K | ﹤0.01% | 2942 |
|
|
2024
Q1 | $1.65M | Buy |
50,410
+25,588
| +103% | +$839K | ﹤0.01% | 2695 |
|
|
2023
Q4 | $820K | Buy |
24,822
+6,566
| +36% | +$217K | ﹤0.01% | 3058 |
|
|
2023
Q3 | $497K | Sell |
18,256
-4,332
| -19% | -$118K | ﹤0.01% | 3257 |
|
|
2023
Q2 | $684K | Sell |
22,588
-7,169
| -24% | -$217K | ﹤0.01% | 3034 |
|
|
2023
Q1 | $966K | Sell |
29,757
-14,096
| -32% | -$457K | ﹤0.01% | 2700 |
|
|
2022
Q4 | $1.23M | Sell |
43,853
-1,797
| -4% | -$50.5K | ﹤0.01% | 2485 |
|
|
2022
Q3 | $1.64M | Buy |
45,650
+5,500
| +14% | +$198K | ﹤0.01% | 2202 |
|
|
2022
Q2 | $1.23M | Buy |
40,150
+4,151
| +12% | +$127K | ﹤0.01% | 2430 |
|
|
2022
Q1 | $1.16M | Buy |
35,999
+6,761
| +23% | +$218K | ﹤0.01% | 2564 |
|
|
2021
Q4 | $809K | Buy |
29,238
+14,354
| +96% | +$397K | ﹤0.01% | 2764 |
|
|
2021
Q3 | $461K | Buy |
14,884
+3,256
| +28% | +$101K | ﹤0.01% | 3007 |
|
|
2021
Q2 | $246K | Buy |
11,628
+1,243
| +12% | +$26.3K | ﹤0.01% | 3400 |
|
|
2021
Q1 | $210K | Sell |
10,385
-1,681
| -14% | -$34K | ﹤0.01% | 3318 |
|
|
2020
Q4 | $193K | Buy |
12,066
+68
| +0.6% | +$1.09K | ﹤0.01% | 3150 |
|
|
2020
Q3 | $149K | Buy |
+11,998
| New | +$149K | ﹤0.01% | 2973 |
|
|
2020
Q2 | – | Sell |
-113,206
| Closed | -$615K | – | 3101 |
|
|
2020
Q1 | $615K | Buy |
113,206
+34,497
| +44% | +$187K | ﹤0.01% | 2097 |
|
|
2019
Q4 | $712K | Sell |
78,709
-11,272
| -13% | -$102K | ﹤0.01% | 2232 |
|
|
2019
Q3 | $647K | Sell |
89,981
-11,784
| -12% | -$84.7K | ﹤0.01% | 2219 |
|
|
2019
Q2 | $809K | Buy |
101,765
+609
| +0.6% | +$4.84K | ﹤0.01% | 2089 |
|
|
2019
Q1 | $1.27M | Sell |
101,156
-12,837
| -11% | -$162K | ﹤0.01% | 1739 |
|
|
2018
Q4 | $2.27M | Buy |
+113,993
| New | +$2.27M | ﹤0.01% | 1272 |
|
|
2018
Q3 | – | Sell |
-64,914
| Closed | -$1.37M | – | 1663 |
|
|
2018
Q2 | $1.37M | Buy |
64,914
+11,579
| +22% | +$244K | ﹤0.01% | 939 |
|
|
2018
Q1 | $766K | Buy |
53,335
+6,373
| +14% | +$91.5K | ﹤0.01% | 1036 |
|
|
2017
Q4 | $578K | Sell |
46,962
-2,034
| -4% | -$25K | ﹤0.01% | 1415 |
|
|
2017
Q3 | $872K | Sell |
48,996
-2,192
| -4% | -$39K | ﹤0.01% | 1223 |
|
|
2017
Q2 | $1.3M | Buy |
+51,188
| New | +$1.3M | ﹤0.01% | 1084 |
|