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Windsor Advisory Group’s EverCommerce EVCM Stock Holding History

Windsor Advisory Group’s Portfolio EVCM Stock Details EVCM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$455K Sell
43,341
-25,000
-37% -$263K 0.65% 25
2025
Q1 		$689K Hold
68,341
– – 0.89% 21
2024
Q4 		$752K Hold
68,341
– – 0.87% 25
2024
Q3 		$708K Buy
+68,341
New +$708K 0.8% 29