Occudo Quantitative Strategies’s EverQuote EVER Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-26,285
Closed -$554K 757
2024
Q3
$554K Buy
26,285
+3,387
+15% +$71.4K 0.1% 256
2024
Q2
$478K Buy
22,898
+1,819
+9% +$37.9K 0.08% 308
2024
Q1
$391K Buy
21,079
+117
+0.6% +$2.17K 0.07% 382
2023
Q4
$257K Buy
+20,962
New +$257K 0.03% 576
2022
Q4
Sell
-15,006
Closed -$102K 1091
2022
Q3
$102K Sell
15,006
-9,106
-38% -$61.9K 0.01% 1038
2022
Q2
$213K Sell
24,112
-3,521
-13% -$31.1K 0.02% 896
2022
Q1
$447K Sell
27,633
-20,809
-43% -$337K 0.04% 691
2021
Q4
$759K Sell
48,442
-1,386
-3% -$21.7K 0.07% 462
2021
Q3
$928K Buy
+49,828
New +$928K 0.11% 312