Everhart Financial Group’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $669K | Buy |
7,481
+701
| +10% | +$62.7K | 0.08% | 190 |
|
|
2025
Q1 | $514K | Buy |
6,780
+507
| +8% | +$38.5K | 0.07% | 202 |
|
|
2024
Q4 | $485K | Buy |
6,273
+234
| +4% | +$18.1K | 0.1% | 196 |
|
|
2024
Q3 | $441K | Buy |
6,039
+1,089
| +22% | +$79.5K | 0.1% | 210 |
|
|
2024
Q2 | $298K | Buy |
4,950
+1,380
| +39% | +$83.2K | 0.08% | 223 |
|
|
2024
Q1 | $225K | Buy |
+3,570
| New | +$225K | 0.07% | 253 |
|
|
2023
Q3 | – | Sell |
-4,100
| Closed | -$204K | – | 226 |
|
|
2023
Q2 | $204K | Buy |
4,100
+2
| +0% | +$100 | 0.08% | 209 |
|
|
2023
Q1 | $224K | Sell |
4,098
-835
| -17% | -$45.7K | 0.1% | 180 |
|
|
2022
Q4 | $303K | Buy |
4,933
+104
| +2% | +$6.38K | 0.15% | 119 |
|
|
2022
Q3 | $274K | Sell |
4,829
-820
| -15% | -$46.5K | 0.15% | 137 |
|
|
2022
Q2 | $288K | Buy |
+5,649
| New | +$288K | 0.18% | 122 |
|