Integrated Wealth Concepts’s Evolv Technologies EVLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Buy |
339,166
+10,775
| +3% | +$67.2K | 0.02% | 600 |
|
|
2025
Q1 | $1.02M | Buy |
328,391
+365
| +0.1% | +$1.14K | 0.01% | 820 |
|
|
2024
Q4 | $1.3M | Sell |
328,026
-24,134
| -7% | -$95.3K | 0.02% | 717 |
|
|
2024
Q3 | $1.43M | Sell |
352,160
-56,831
| -14% | -$230K | 0.02% | 661 |
|
|
2024
Q2 | $1.04M | Hold |
408,991
| – | – | 0.01% | 742 |
|
|
2024
Q1 | $1.82M | Buy |
408,991
+6,831
| +2% | +$30.4K | 0.03% | 554 |
|
|
2023
Q4 | $1.9M | Hold |
402,160
| – | – | 0.03% | 502 |
|
|
2023
Q3 | $1.95M | Sell |
402,160
-50,000
| -11% | -$243K | 0.03% | 463 |
|
|
2023
Q2 | $2.71M | Buy |
+452,160
| New | +$2.71M | 0.05% | 357 |
|