Wells Fargo’s EVI Industries EVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Sell |
14,014
-43
| -0.3% | -$939 | ﹤0.01% | 4114 |
|
|
2025
Q1 | $236K | Sell |
14,057
-398
| -3% | -$6.68K | ﹤0.01% | 4150 |
|
|
2024
Q4 | $236K | Sell |
14,455
-5,061
| -26% | -$82.7K | ﹤0.01% | 4211 |
|
|
2024
Q3 | $377K | Sell |
19,516
-28
| -0.1% | -$541 | ﹤0.01% | 3801 |
|
|
2024
Q2 | $370K | Sell |
19,544
-153
| -0.8% | -$2.9K | ﹤0.01% | 3764 |
|
|
2024
Q1 | $490K | Buy |
19,697
+717
| +4% | +$17.9K | ﹤0.01% | 3565 |
|
|
2023
Q4 | $450K | Sell |
18,980
-512
| -3% | -$12.2K | ﹤0.01% | 3581 |
|
|
2023
Q3 | $484K | Sell |
19,492
-2,964
| -13% | -$73.6K | ﹤0.01% | 3534 |
|
|
2023
Q2 | $494K | Buy |
22,456
+1,837
| +9% | +$40.4K | ﹤0.01% | 3741 |
|
|
2023
Q1 | $408K | Hold |
20,619
| – | – | ﹤0.01% | 3741 |
|
|
2022
Q4 | $492K | Sell |
20,619
-2,999
| -13% | -$71.6K | ﹤0.01% | 3427 |
|
|
2022
Q3 | $429K | Buy |
23,618
+1,086
| +5% | +$19.7K | ﹤0.01% | 3542 |
|
|
2022
Q2 | $225K | Buy |
22,532
+985
| +5% | +$9.84K | ﹤0.01% | 3967 |
|
|
2022
Q1 | $400K | Buy |
21,547
+773
| +4% | +$14.4K | ﹤0.01% | 4295 |
|
|
2021
Q4 | $649K | Buy |
20,774
+13,274
| +177% | +$415K | ﹤0.01% | 4172 |
|
|
2021
Q3 | $204K | Hold |
7,500
| – | – | ﹤0.01% | 4801 |
|
|
2021
Q2 | $213K | Buy |
7,500
+975
| +15% | +$27.7K | ﹤0.01% | 4710 |
|
|
2021
Q1 | $188K | Sell |
6,525
-7,453
| -53% | -$215K | ﹤0.01% | 4862 |
|
|
2020
Q4 | $419K | Buy |
13,978
+1,666
| +14% | +$49.9K | ﹤0.01% | 4553 |
|
|
2020
Q3 | $328K | Sell |
12,312
-2,514
| -17% | -$67K | ﹤0.01% | 4517 |
|
|
2020
Q2 | $322K | Buy |
14,826
+2,032
| +16% | +$44.1K | ﹤0.01% | 4489 |
|
|
2020
Q1 | $201K | Buy |
12,794
+6,602
| +107% | +$104K | ﹤0.01% | 4521 |
|
|
2019
Q4 | $167K | Buy |
6,192
+764
| +14% | +$20.6K | ﹤0.01% | 4886 |
|
|
2019
Q3 | $173K | Buy |
5,428
+298
| +6% | +$9.5K | ﹤0.01% | 4850 |
|
|
2019
Q2 | $196K | Sell |
5,130
-2,083
| -29% | -$79.6K | ﹤0.01% | 4802 |
|
|
2019
Q1 | $275K | Buy |
7,213
+45
| +0.6% | +$1.72K | ﹤0.01% | 4596 |
|
|
2018
Q4 | $239K | Buy |
7,168
+501
| +8% | +$16.7K | ﹤0.01% | 4637 |
|
|
2018
Q3 | $260K | Buy |
6,667
+269
| +4% | +$10.5K | ﹤0.01% | 4704 |
|
|
2018
Q2 | $258K | Buy |
6,398
+4,322
| +208% | +$174K | ﹤0.01% | 4735 |
|
|
2018
Q1 | $81K | Buy |
2,076
+1,508
| +265% | +$58.8K | ﹤0.01% | 5140 |
|
|
2017
Q4 | $23K | Sell |
568
-27,290
| -98% | -$1.11M | ﹤0.01% | 5415 |
|
|
2017
Q3 | $771K | Buy |
27,858
+27,253
| +4,505% | +$754K | ﹤0.01% | 3962 |
|
|
2017
Q2 | $16K | Sell |
605
-6,426
| -91% | -$170K | ﹤0.01% | 5345 |
|
|
2017
Q1 | $133K | Buy |
7,031
+6,630
| +1,653% | +$125K | ﹤0.01% | 4839 |
|
|
2016
Q4 | $6K | Buy |
401
+400
| +40,000% | +$5.99K | ﹤0.01% | 5550 |
|
|
2016
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 5843 |
|
|
2016
Q2 | $0 | Sell |
1
-1
| -50% | – | ﹤0.01% | 5816 |
|
|
2016
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 5947 |
|
|
2015
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 5929 |
|
|
2015
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 5929 |
|
|
2015
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 6051 |
|
|
2015
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 5936 |
|
|
2014
Q4 | $0 | Sell |
2
-5,249
| -100% | – | ﹤0.01% | 5957 |
|
|
2014
Q3 | $13K | Buy |
5,251
+5,250
| +525,000% | +$13K | ﹤0.01% | 5308 |
|
|
2014
Q2 | $0 | Sell |
1
-1,000
| -100% | – | ﹤0.01% | 5898 |
|
|
2014
Q1 | $3K | Hold |
1,001
| – | – | ﹤0.01% | 5441 |
|
|
2013
Q4 | $3K | Buy |
1,001
+1,000
| +100,000% | +$3K | ﹤0.01% | 5301 |
|
|
2013
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 5525 |
|
|
2013
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 5452 |
|