Morgan Stanley’s EverCommerce EVCM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.96M | Buy |
187,012
+63,295
| +51% | +$665K | ﹤0.01% | 4717 |
|
2025
Q1 | $1.25M | Buy |
123,717
+5,279
| +4% | +$53.2K | ﹤0.01% | 4901 |
|
2024
Q4 | $1.3M | Sell |
118,438
-13,472
| -10% | -$148K | ﹤0.01% | 4947 |
|
2024
Q3 | $1.37M | Buy |
131,910
+22,072
| +20% | +$229K | ﹤0.01% | 4862 |
|
2024
Q2 | $1.21M | Sell |
109,838
-1,316
| -1% | -$14.5K | ﹤0.01% | 4846 |
|
2024
Q1 | $1.05M | Sell |
111,154
-107,590
| -49% | -$1.01M | ﹤0.01% | 4929 |
|
2023
Q4 | $2.41M | Buy |
218,744
+129,072
| +144% | +$1.42M | ﹤0.01% | 4815 |
|
2023
Q3 | $899K | Sell |
89,672
-9,431
| -10% | -$94.6K | ﹤0.01% | 4861 |
|
2023
Q2 | $1.17M | Buy |
99,103
+10,475
| +12% | +$124K | ﹤0.01% | 4743 |
|
2023
Q1 | $938K | Buy |
88,628
+38,374
| +76% | +$406K | ﹤0.01% | 4898 |
|
2022
Q4 | $374K | Sell |
50,254
-14,220
| -22% | -$106K | ﹤0.01% | 5382 |
|
2022
Q3 | $704K | Buy |
64,474
+7,745
| +14% | +$84.6K | ﹤0.01% | 5091 |
|
2022
Q2 | $512K | Buy |
56,729
+44,374
| +359% | +$400K | ﹤0.01% | 5412 |
|
2022
Q1 | $163K | Buy |
12,355
+6,031
| +95% | +$79.6K | ﹤0.01% | 6030 |
|
2021
Q4 | $100K | Sell |
6,324
-7,518
| -54% | -$119K | ﹤0.01% | 6433 |
|
2021
Q3 | $228K | Buy |
+13,842
| New | +$228K | ﹤0.01% | 5930 |
|