EverSource Wealth Advisors’s Evolent Health EVH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17K | Buy |
1,514
+313
| +26% | +$3.52K | ﹤0.01% | 2416 |
|
|
2025
Q1 | $11.4K | Buy |
1,201
+676
| +129% | +$6.4K | ﹤0.01% | 2041 |
|
|
2024
Q4 | $5.91K | Sell |
525
-10
| -2% | -$112 | ﹤0.01% | 2274 |
|
|
2024
Q3 | $15.1K | Buy |
535
+163
| +44% | +$4.61K | ﹤0.01% | 1638 |
|
|
2024
Q2 | $8.68K | Buy |
372
+102
| +38% | +$2.38K | ﹤0.01% | 1930 |
|
|
2024
Q1 | $7.49K | Hold |
270
| – | – | ﹤0.01% | 1839 |
|
|
2023
Q4 | $8.92K | Buy |
270
+41
| +18% | +$1.35K | ﹤0.01% | 1607 |
|
|
2023
Q3 | $6.24K | Buy |
+229
| New | +$6.24K | ﹤0.01% | 1611 |
|
|
2022
Q2 | – | Sell |
-421
| Closed | -$14K | – | 1765 |
|
|
2022
Q1 | $14K | Hold |
421
| – | – | ﹤0.01% | 837 |
|
|
2021
Q4 | $12K | Buy |
+421
| New | +$12K | ﹤0.01% | 886 |
|