Mark Sheptoff Financial Planning’s Evolent Health EVH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$212 Hold
2025
Q2
$282 Hold
2025
Q1
$237 Hold
2024
Q4
$281 Hold
2024
Q3
$707 Hold
2024
Q2
$478 Hold
2024
Q1
$820 Buy