UBS Group’s EverCommerce EVCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $144K | Sell |
13,732
-9,424
| -41% | -$99K | ﹤0.01% | 5695 |
|
|
2025
Q1 | $233K | Sell |
23,156
-53,069
| -70% | -$535K | ﹤0.01% | 5207 |
|
|
2024
Q4 | $839K | Buy |
76,225
+66,141
| +656% | +$728K | ﹤0.01% | 4346 |
|
|
2024
Q3 | $104K | Buy |
10,084
+3,575
| +55% | +$37K | ﹤0.01% | 5136 |
|
|
2024
Q2 | $71.5K | Sell |
6,509
-17,796
| -73% | -$195K | ﹤0.01% | 5270 |
|
|
2024
Q1 | $229K | Buy |
24,305
+5,910
| +32% | +$55.7K | ﹤0.01% | 4622 |
|
|
2023
Q4 | $203K | Buy |
18,395
+15,002
| +442% | +$165K | ﹤0.01% | 4596 |
|
|
2023
Q3 | $34K | Sell |
3,393
-14,392
| -81% | -$144K | ﹤0.01% | 5395 |
|
|
2023
Q2 | $211K | Buy |
17,785
+12,793
| +256% | +$151K | ﹤0.01% | 4415 |
|
|
2023
Q1 | $52.8K | Sell |
4,992
-3,675
| -42% | -$38.9K | ﹤0.01% | 5335 |
|
|
2022
Q4 | $64.5K | Buy |
8,667
+5,956
| +220% | +$44.3K | ﹤0.01% | 5385 |
|
|
2022
Q3 | $29K | Buy |
2,711
+2,432
| +872% | +$26K | ﹤0.01% | 5829 |
|
|
2022
Q2 | $3K | Sell |
279
-5,171
| -95% | -$55.6K | ﹤0.01% | 8252 |
|
|
2022
Q1 | $72K | Sell |
5,450
-3,656
| -40% | -$48.3K | ﹤0.01% | 5136 |
|
|
2021
Q4 | $143K | Buy |
9,106
+4,765
| +110% | +$74.8K | ﹤0.01% | 4908 |
|
|
2021
Q3 | $71K | Buy |
+4,341
| New | +$71K | ﹤0.01% | 4992 |
|