Forvis Mazars Wealth Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $668K | Buy |
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|
2025
Q2 | $460K | Buy |
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|
2025
Q1 | $455K | Buy |
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|
2024
Q4 | $362K | Hold |
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|
2024
Q3 | $364K | Sell |
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|
2024
Q2 | $319K | Sell |
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|
2024
Q1 | $329K | Buy |
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|
2023
Q4 | $313K | Hold |
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|
2023
Q3 | $304K | Hold |
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|
2023
Q2 | $350K | Sell |
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|
2023
Q1 | $366K | Buy |
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|
2022
Q4 | $377K | Hold |
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|
2022
Q3 | $356K | Hold |
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|
2022
Q2 | $391K | Buy |
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|
2022
Q1 | $227K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $207K | Sell |
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|
2020
Q2 | $292K | Buy |
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|
2020
Q1 | $257K | Sell |
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|
2019
Q4 | $315K | Buy |
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