Whipplewood Advisors’s Evergy EVRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.24K Sell
18
-9
-33% -$620 ﹤0.01% 975
2025
Q1
$1.24K Buy
27
+9
+50% +$414 ﹤0.01% 985
2024
Q4
$1.11K Buy
+18
New +$1.11K ﹤0.01% 1005