Parallel Advisors’s EverCommerce EVCM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$210K Hold
20,000
﹤0.01% 992
2025
Q1
$202K Hold
20,000
﹤0.01% 954
2024
Q4
$220K Sell
20,000
-28
-0.1% -$308 0.01% 883
2024
Q3
$207K Hold
20,028
﹤0.01% 906
2024
Q2
$220K Sell
20,028
-56
-0.3% -$615 0.01% 829
2024
Q1
$189K Buy
20,084
+56
+0.3% +$528 0.01% 876
2023
Q4
$221K Hold
20,028
0.01% 756
2023
Q3
$201K Sell
20,028
-51
-0.3% -$512 0.01% 784
2023
Q2
$238K Buy
20,079
+51
+0.3% +$604 0.01% 718
2023
Q1
$212K Hold
20,028
0.01% 744
2022
Q4
$149K Buy
20,028
+28
+0.1% +$208 0.01% 831
2022
Q3
$219K Hold
20,000
0.01% 643
2022
Q2
$181K Hold
20,000
0.01% 719
2022
Q1
$270K Buy
+20,000
New +$270K 0.01% 615