Evermay Wealth Management LLC Purchases and Sells in Q3 2025

Evermay Wealth Management LLC

  • $866 Million
  • Q3 2025

Top Buys

Incresed Positions

32 operations
Stock Shares change Price Range Shares Held Trade History
523K
+ 13.27%
$28.38 - $29.05 $14.9M - $15.2M
4.47M $129M
258K
+ 11.13%
$29.12 - $29.34 $7.5M - $7.56M
2.57M $75.4M
137K
+ 952.09%
N/A
151K $8.1M
103K
+ 45.86%
$34.05 - $36.55 $3.49M - $3.75M
326K $11.9M
15.6K
+ 6.88%
$72.65 - $78.68 $1.13M - $1.22M
242K $18.9M
18.2K
+ 6.74%
$54.43 - $58.29 $988K - $1.06M
287K $16.4M
View all

New Holdings

9 operations
Stock Shares change Price Range Shares Held Trade History
1.14K
New
$89.46 - $104.46 $102K - $119K
1.14K $116K
153
New
$58.43 - $58.88 $8.94K - $9.01K
153 $9K
101
New
$58.97 - $60.36 $5.96K - $6.1K
101 $6K
0
New
$76.34 - $85.87 $0 - $0
0 $0
CALIDI BIOTHERAPEUTICS INC
1
New
N/A
1 $0
INNOVATOR ETFS TRUST
900
New
N/A
900 $0
View all

Top Sells

Reduced Positions

173 operations
Stock Shares change Price Range Shares Held Trade History
-225K
- 53.59%
$34.31 - $38.09 $7.73M - $8.58M
195K $7.4M
-10.1K
- 10.23%
$55.61 - $57.37 $562K - $580K
88.7K $5.07M
-1.8K
- 2.94%
$211.65 - $238.24 $381K - $429K
59.3K $13M
-3.93K
- 10.29%
$303.93 - $329.86 $1.19M - $1.3M
34.3K $11.3M
-500
- 5.51%
$332.09 - $358.86 $166K - $179K
8.58K $2.93M
-260
- 1.92%
$38.58 - $58.24 $10K - $15.1K
13.3K $521K
View all

Sold Out

1 operations
Stock Shares change Price Range Shares Held Trade History
-2.48K
Closed
$97.75 - $100.75 $243K - $250K
0 $0
Activity Summary
Buys All Purchases 41 New Holdings 9 Increased Positions 32 Sells All Sells 174 Reductions 173 Sold out 1 Options Calls 0 Puts 0
Track This Portfolio

Track Evermay Wealth Management LLC Portfolio

Follow Evermay Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evermay Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evermay Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email