Wealth Enhancement Advisory Services’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Buy |
40,274
+4,011
| +11% | +$281K | ﹤0.01% | 1185 |
|
|
2025
Q1 | $2.5M | Buy |
36,263
+3,014
| +9% | +$208K | ﹤0.01% | 1135 |
|
|
2024
Q4 | $2.05M | Buy |
33,249
+8,385
| +34% | +$516K | ﹤0.01% | 1175 |
|
|
2024
Q3 | $1.54M | Buy |
24,864
+4,920
| +25% | +$305K | ﹤0.01% | 1181 |
|
|
2024
Q2 | $1.06M | Buy |
19,944
+3,550
| +22% | +$188K | ﹤0.01% | 1255 |
|
|
2024
Q1 | $875K | Buy |
16,394
+1,649
| +11% | +$88K | ﹤0.01% | 1300 |
|
|
2023
Q4 | $770K | Buy |
14,745
+2,308
| +19% | +$120K | ﹤0.01% | 1267 |
|
|
2023
Q3 | $631K | Buy |
+12,437
| New | +$631K | ﹤0.01% | 1294 |
|
|
2021
Q3 | – | Sell |
-17,419
| Closed | -$1.1M | – | 304 |
|
|
2021
Q2 | $1.1M | Buy |
+17,419
| New | +$1.1M | 0.02% | 192 |
|