PFM
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Phillips Financial Management’s Evolv Technologies EVLV Stock Holding History

Phillips Financial Management’s Portfolio EVLV Stock Details EVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$152K Hold
24,408
– – 0.01% 194
2025
Q1 		$76.2K Hold
24,408
– – 0.01% 203
2024
Q4 		$96.4K Hold
24,408
– – 0.01% 194
2024
Q3 		$98.9K Buy
+24,408
New +$98.9K 0.01% 204