HB Wealth Management’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 | – | Sell |
-37,515
| Closed | -$355K | – | 1181 |
|
|
2025
Q1 | $355K | Buy |
37,515
+345
| +0.9% | +$3.27K | ﹤0.01% | 878 |
|
|
2024
Q4 | $418K | Buy |
37,170
+35
| +0.1% | +$394 | ﹤0.01% | 675 |
|
|
2024
Q3 | $1.05M | Sell |
37,135
-10,605
| -22% | -$300K | 0.01% | 386 |
|
|
2024
Q2 | $913K | Buy |
47,740
+4,601
| +11% | +$88K | 0.01% | 384 |
|
|
2024
Q1 | $1.41M | Hold |
43,139
| – | – | 0.02% | 297 |
|
|
2023
Q4 | $1.42M | Buy |
+43,139
| New | +$1.42M | 0.02% | 273 |
|