EWM

Evermay Wealth Management’s Fulton Financial FULT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$216K	Hold	11,979	–	–	0.03%	186
2025 Q1	$217K	Hold	11,979	–	–	0.03%	180
2024 Q4	$233K	Hold	11,979	–	–	0.04%	179
2024 Q3	$217K	Hold	11,979	–	–	0.03%	189
2024 Q2	$203K	Hold	11,979	–	–	0.03%	195
2024 Q1	$192K	Hold	11,979	–	–	0.03%	205
2023 Q4	$199K	Hold	11,979	–	–	0.04%	180
2023 Q3	$147K	Hold	11,979	–	–	0.03%	195
2023 Q2	$145K	Hold	11,979	–	–	0.03%	205
2023 Q1	$167K	Hold	11,979	–	–	0.03%	192
2022 Q4	$203K	Hold	11,979	–	–	0.04%	165
2022 Q3	$191K	Hold	11,979	–	–	0.04%	165
2022 Q2	$175K	Hold	11,979	–	–	0.03%	171
2022 Q1	$199K	Hold	11,979	–	–	0.03%	191
2021 Q4	$204K	Hold	11,979	–	–	0.04%	169
2021 Q3	$183K	Hold	11,979	–	–	0.04%	169
2021 Q2	$189K	Hold	11,979	–	–	0.04%	179
2021 Q1	$204K	Hold	11,979	–	–	0.04%	172
2020 Q4	$152K	Hold	11,979	–	–	0.03%	170
2020 Q3	$112K	Hold	11,979	–	–	0.03%	157
2020 Q2	$126K	Hold	11,979	–	–	0.03%	152
2020 Q1	$138K	Hold	11,979	–	–	0.04%	135
2019 Q4	$209K	Hold	11,979	–	–	0.05%	157
2019 Q3	$194K	Sell	11,979 -4,866	-29%	-$78.8K	0.05%	147
2019 Q2	$276K	Sell	16,845 -4,866	-22%	-$79.7K	0.08%	123
2019 Q1	$336K	Hold	21,711	–	–	0.1%	105
2018 Q4	$336K	Hold	21,711	–	–	0.11%	90
2018 Q3	$361K	Hold	21,711	–	–	0.11%	98
2018 Q2	$358K	Buy	21,711 +373	+2%	+$6.15K	0.12%	93
2018 Q1	$379K	Buy	+21,338	New	+$379K	0.13%	86