EWM
Evermay Wealth Management’s FVCBankcorp FVCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $154K | Hold |
13,074
| – | – | 0.02% | 219 |
|
|
2025
Q1 | $138K | Hold |
13,074
| – | – | 0.02% | 225 |
|
|
2024
Q4 | $164K | Buy |
13,074
+2,454
| +23% | +$30.8K | 0.02% | 214 |
|
|
2024
Q3 | $139K | Sell |
10,620
-85,294
| -89% | -$1.11M | 0.02% | 234 |
|
|
2024
Q2 | $1.05M | Buy |
95,914
+78,064
| +437% | +$852K | 0.17% | 78 |
|
|
2024
Q1 | $217K | Hold |
17,850
| – | – | 0.03% | 193 |
|
|
2023
Q4 | $253K | Hold |
17,850
| – | – | 0.05% | 159 |
|
|
2023
Q3 | $229K | Hold |
17,850
| – | – | 0.05% | 157 |
|
|
2023
Q2 | $192K | Hold |
17,850
| – | – | 0.04% | 182 |
|
|
2023
Q1 | $190K | Buy |
17,850
+3,569
| +25% | +$38K | 0.04% | 180 |
|
|
2022
Q4 | $272K | Hold |
14,281
| – | – | 0.06% | 143 |
|
|
2022
Q3 | $274K | Hold |
14,281
| – | – | 0.05% | 140 |
|
|
2022
Q2 | $269K | Hold |
14,281
| – | – | 0.05% | 140 |
|
|
2022
Q1 | $296K | Buy |
14,281
+7,808
| +121% | +$162K | 0.05% | 154 |
|
|
2021
Q4 | $127K | Hold |
6,473
| – | – | 0.02% | 204 |
|
|
2021
Q3 | $129K | Hold |
6,473
| – | – | 0.03% | 198 |
|
|
2021
Q2 | $112K | Buy |
+6,473
| New | +$112K | 0.02% | 214 |
|