Wells Fargo’s EverCommerce EVCM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$87.7K Sell
8,353
-2,438
-23% -$25.6K ﹤0.01% 4863
2025
Q1
$109K Buy
10,791
+238
+2% +$2.4K ﹤0.01% 4616
2024
Q4
$116K Buy
10,553
+3,106
+42% +$34.2K ﹤0.01% 4630
2024
Q3
$77.2K Sell
7,447
-75
-1% -$777 ﹤0.01% 4766
2024
Q2
$82.6K Buy
7,522
+281
+4% +$3.09K ﹤0.01% 4693
2024
Q1
$68.2K Buy
7,241
+961
+15% +$9.05K ﹤0.01% 4744
2023
Q4
$69.3K Buy
6,280
+872
+16% +$9.62K ﹤0.01% 4712
2023
Q3
$54.2K Sell
5,408
-4,187
-44% -$42K ﹤0.01% 4792
2023
Q2
$114K Buy
9,595
+5,271
+122% +$62.4K ﹤0.01% 4690
2023
Q1
$45.7K Buy
4,324
+4,304
+21,520% +$45.5K ﹤0.01% 4913
2022
Q4
$149 Sell
20
-124
-86% -$924 ﹤0.01% 6376
2022
Q3
$2K Sell
144
-181
-56% -$2.51K ﹤0.01% 5814
2022
Q2
$3K Sell
325
-6,244
-95% -$57.6K ﹤0.01% 5874
2022
Q1
$87K Sell
6,569
-2,947
-31% -$39K ﹤0.01% 5073
2021
Q4
$150K Buy
9,516
+8,725
+1,103% +$138K ﹤0.01% 5047
2021
Q3
$13K Buy
+791
New +$13K ﹤0.01% 5784