MWM
Mattern Wealth Management’s Evergy EVRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $545K | Buy |
7,911
+1
| +0% | +$69 | 0.11% | 87 |
|
|
2025
Q1 | $545K | Hold |
7,910
| – | – | 0.12% | 90 |
|
|
2024
Q4 | $487K | Sell |
7,910
-1,161
| -13% | -$71.5K | 0.11% | 102 |
|
|
2024
Q3 | $563K | Sell |
9,071
-600
| -6% | -$37.2K | 0.12% | 94 |
|
|
2024
Q2 | $512K | Sell |
9,671
-55
| -0.6% | -$2.91K | 0.12% | 103 |
|
|
2024
Q1 | $519K | Buy |
9,726
+16
| +0.2% | +$854 | 0.13% | 104 |
|
|
2023
Q4 | $507K | Sell |
9,710
-483
| -5% | -$25.2K | 0.13% | 105 |
|
|
2023
Q3 | $517K | Buy |
10,193
+13
| +0.1% | +$659 | 0.15% | 103 |
|
|
2023
Q2 | $595K | Buy |
10,180
+11
| +0.1% | +$643 | 0.17% | 97 |
|
|
2023
Q1 | $622K | Sell |
10,169
-489
| -5% | -$29.9K | 0.21% | 102 |
|
|
2022
Q4 | $671K | Buy |
10,658
+10
| +0.1% | +$629 | 0.27% | 90 |
|
|
2022
Q3 | $632K | Buy |
10,648
+9
| +0.1% | +$534 | 0.25% | 84 |
|
|
2022
Q2 | $694K | Buy |
10,639
+10
| +0.1% | +$652 | 0.27% | 79 |
|
|
2022
Q1 | $726K | Buy |
10,629
+10
| +0.1% | +$683 | 0.24% | 85 |
|
|
2021
Q4 | $729K | Buy |
10,619
+9
| +0.1% | +$618 | 0.21% | 92 |
|
|
2021
Q3 | $660K | Buy |
10,610
+8
| +0.1% | +$498 | 0.22% | 93 |
|
|
2021
Q2 | $684K | Buy |
10,602
+546
| +5% | +$35.2K | 0.22% | 95 |
|
|
2021
Q1 | $599K | Buy |
10,056
+9
| +0.1% | +$536 | 0.21% | 97 |
|
|
2020
Q4 | $558K | Buy |
10,047
+10
| +0.1% | +$555 | 0.21% | 98 |
|
|
2020
Q3 | $510K | Sell |
10,037
-272
| -3% | -$13.8K | 0.22% | 96 |
|
|
2020
Q2 | $611K | Sell |
10,309
-297
| -3% | -$17.6K | 0.3% | 84 |
|
|
2020
Q1 | $584K | Buy |
10,606
+1,660
| +19% | +$91.4K | 0.42% | 75 |
|
|
2019
Q4 | $582K | Buy |
+8,946
| New | +$582K | 0.35% | 86 |
|