Evermay Wealth Management’s Towne Bank TOWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $172K | Hold |
5,000
| – | – | 0.02% | 208 |
|
|
2025
Q1 | $172K | Hold |
5,000
| – | – | 0.02% | 202 |
|
|
2024
Q4 | $172K | Hold |
5,000
| – | – | 0.03% | 205 |
|
|
2024
Q3 | $167K | Hold |
5,000
| – | – | 0.03% | 214 |
|
|
2024
Q2 | $138K | Hold |
5,000
| – | – | 0.02% | 231 |
|
|
2024
Q1 | $142K | Sell |
5,000
-1,000
| -17% | -$28.3K | 0.02% | 232 |
|
|
2023
Q4 | $180K | Hold |
6,000
| – | – | 0.03% | 190 |
|
|
2023
Q3 | $139K | Hold |
6,000
| – | – | 0.03% | 200 |
|
|
2023
Q2 | $141K | Hold |
6,000
| – | – | 0.03% | 209 |
|
|
2023
Q1 | $161K | Hold |
6,000
| – | – | 0.03% | 195 |
|
|
2022
Q4 | $186K | Hold |
6,000
| – | – | 0.04% | 172 |
|
|
2022
Q3 | $162K | Hold |
6,000
| – | – | 0.03% | 180 |
|
|
2022
Q2 | $164K | Hold |
6,000
| – | – | 0.03% | 175 |
|
|
2022
Q1 | $180K | Sell |
6,000
-1,060
| -15% | -$31.8K | 0.03% | 201 |
|
|
2021
Q4 | $223K | Hold |
7,060
| – | – | 0.04% | 162 |
|
|
2021
Q3 | $220K | Hold |
7,060
| – | – | 0.04% | 151 |
|
|
2021
Q2 | $215K | Hold |
7,060
| – | – | 0.04% | 167 |
|
|
2021
Q1 | $215K | Buy |
+7,060
| New | +$215K | 0.04% | 165 |
|
|
2020
Q1 | – | Sell |
-8,060
| Closed | -$224K | – | 157 |
|
|
2019
Q4 | $224K | Hold |
8,060
| – | – | 0.06% | 149 |
|
|
2019
Q3 | $224K | Hold |
8,060
| – | – | 0.06% | 138 |
|
|
2019
Q2 | $220K | Buy |
+8,060
| New | +$220K | 0.06% | 137 |
|
|
2018
Q4 | – | Sell |
-8,060
| Closed | -$249K | – | 150 |
|
|
2018
Q3 | $249K | Hold |
8,060
| – | – | 0.08% | 120 |
|
|
2018
Q2 | $259K | Hold |
8,060
| – | – | 0.09% | 115 |
|
|
2018
Q1 | $231K | Buy |
+8,060
| New | +$231K | 0.08% | 120 |
|