WA
WealthTrust Axiom’s Evergy EVRG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.96M | Sell |
28,479
-1,366
| -5% | -$94.2K | 0.58% | 37 |
|
2025
Q1 | $2.06M | Sell |
29,845
-694
| -2% | -$47.9K | 0.63% | 38 |
|
2024
Q4 | $1.88M | Buy |
30,539
+829
| +3% | +$51K | 0.56% | 39 |
|
2024
Q3 | $1.84M | Sell |
29,710
-2,346
| -7% | -$145K | 0.55% | 43 |
|
2024
Q2 | $1.7M | Buy |
32,056
+4
| +0% | +$212 | 0.56% | 40 |
|
2024
Q1 | $1.71M | Sell |
32,052
-1,095
| -3% | -$58.5K | 0.55% | 43 |
|
2023
Q4 | $1.73M | Sell |
33,147
-197
| -0.6% | -$10.3K | 0.58% | 42 |
|
2023
Q3 | $1.69M | Buy |
33,344
+3
| +0% | +$152 | 0.61% | 38 |
|
2023
Q2 | $1.95M | Buy |
33,341
+3
| +0% | +$175 | 0.65% | 37 |
|
2023
Q1 | $2.04M | Sell |
33,338
-172
| -0.5% | -$10.5K | 0.69% | 35 |
|
2022
Q4 | $2.11M | Buy |
33,510
+2
| +0% | +$126 | 0.74% | 33 |
|
2022
Q3 | $1.99M | Buy |
33,508
+1
| +0% | +$59 | 0.76% | 31 |
|
2022
Q2 | $2.19M | Buy |
33,507
+3
| +0% | +$196 | 0.78% | 34 |
|
2022
Q1 | $2.29M | Sell |
33,504
-148
| -0.4% | -$10.1K | 0.71% | 39 |
|
2021
Q4 | $2.31M | Sell |
33,652
-442
| -1% | -$30.3K | 0.74% | 38 |
|
2021
Q3 | $2.12M | Sell |
34,094
-1,657
| -5% | -$103K | 0.72% | 37 |
|
2021
Q2 | $2.16M | Buy |
35,751
+409
| +1% | +$24.7K | 0.69% | 41 |
|
2021
Q1 | $2.1M | Sell |
35,342
-696
| -2% | -$41.4K | 0.71% | 38 |
|
2020
Q4 | $2M | Sell |
36,038
-247
| -0.7% | -$13.7K | 0.73% | 37 |
|
2020
Q3 | $1.84M | Sell |
36,285
-196
| -0.5% | -$9.96K | 0.79% | 36 |
|
2020
Q2 | $2.16M | Sell |
36,481
-1,100
| -3% | -$65.2K | 0.95% | 28 |
|
2020
Q1 | $2.07M | Sell |
37,581
-694
| -2% | -$38.2K | 1.01% | 29 |
|
2019
Q4 | $2.49M | Sell |
38,275
-1,037
| -3% | -$67.5K | 0.83% | 37 |
|
2019
Q3 | $2.62M | Sell |
39,312
-2,472
| -6% | -$164K | 0.92% | 31 |
|
2019
Q2 | $2.51M | Sell |
41,784
-1,089
| -3% | -$65.5K | 0.87% | 34 |
|
2019
Q1 | $2.49M | Sell |
42,873
-1,842
| -4% | -$107K | 0.89% | 33 |
|
2018
Q4 | $2.54M | Sell |
44,715
-454
| -1% | -$25.8K | 1.04% | 31 |
|
2018
Q3 | $2.48M | Sell |
45,169
-701
| -2% | -$38.5K | 0.84% | 37 |
|
2018
Q2 | $2.58M | Buy |
+45,870
| New | +$2.58M | 0.91% | 34 |
|