Iht Wealth Management, LLC Evergy, Inc. Transaction History

Iht Wealth Management, LLC

$3.44 Billion
Q3 2024

A detailed history of Iht Wealth Management, LLC transactions in Evergy, Inc. stock. As of the latest transaction made, Iht Wealth Management, LLC holds 9,874 shares of EVRG stock, worth $607,251. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,874

Previous 6,567 50.36%

Holding current value

$607,251

Previous $347,000 76.37%

% of portfolio

0.02%

Previous 0.01%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$52.46 - $62.01 $173,485 - $205,067	3,307 Added 50.36%	9,874 $612,000
Q2 2024 Aug 14, 2024	BUY	$49.56 - $55.74 $4,361 - $4,905	88 Added 1.36%	6,567 $347,000
Q1 2024 May 15, 2024	SELL	$48.62 - $54.21 $14,051 - $15,666	-289 Reduced 4.27%	6,479 $345,000
Q4 2023 Feb 14, 2024	BUY	$48.05 - $53.37 $8,697 - $9,659	181 Added 2.75%	6,768 $353,000
Q3 2023 Nov 14, 2023	BUY	$50.42 - $61.56 $1,361 - $1,662	27 Added 0.41%	6,587 $333,000
Q2 2023 Aug 14, 2023	SELL	$57.02 - $63.68 $342 - $382	-6 Reduced 0.09%	6,560 $383,000
Q1 2023 May 15, 2023	BUY	$57.15 - $64.96 $32,746 - $37,222	573 Added 9.56%	6,566 $401,000
Q4 2022 Feb 14, 2023	SELL	$56.27 - $63.52 $89,019 - $100,488	-1,582 Reduced 20.88%	5,993 $377,000
Q3 2022 Nov 22, 2022	BUY	$59.4 - $71.43 $227,739 - $273,862	3,834 Added 102.49%	7,575 $450,000
Q2 2022 Aug 15, 2022	SELL	$60.14 - $72.62 $10,644 - $12,853	-177 Reduced 4.52%	3,741 $244,000
Q1 2022 May 16, 2022	BUY	$60.2 - $68.34 $180 - $205	3 Added 0.08%	3,918 $268,000
Q4 2021 Feb 14, 2022	BUY	$61.8 - $68.61 $185 - $205	3 Added 0.08%	3,915 $269,000
Q3 2021 Nov 15, 2021	SELL	$61.39 - $69.26 $24,310 - $27,426	-396 Reduced 9.19%	3,912 $243,000
Q2 2021 Aug 16, 2021	SELL	$59.93 - $64.81 $14,922 - $16,137	-249 Reduced 5.46%	4,308 $260,000
Q1 2021 May 18, 2021	BUY	$52.41 - $60.16 $17,924 - $20,574	342 Added 8.11%	4,557 $271,000
Q4 2020 Feb 17, 2021	BUY	$50.82 - $58.59 $214,206 - $246,956	4,215 New	4,215 $234,000
Q1 2020 May 13, 2020	SELL	$44.92 - $73.91 $141,138 - $232,225	-3,142 Closed	0 $0
Q4 2019 Feb 18, 2020	BUY	$62.14 - $66.28 $62 - $66	1 Added 0.03%	3,142 $205,000
Q3 2019 Nov 15, 2019	BUY	$60.16 - $67.31 $188,962 - $211,420	3,141 New	3,141 $209,000
Q1 2019 May 16, 2019	SELL	$54.84 - $59.87 $298,165 - $325,513	-5,437 Closed	0 $0
Q4 2018 Feb 15, 2019	BUY	$54.89 - $60.77 $2,854 - $3,160	52 Added 0.97%	5,437 $309,000
Q3 2018 Nov 14, 2018	BUY	$54.23 - $58.95 $704 - $766	13 Added 0.24%	5,385 $296,000
Q2 2018 Aug 13, 2018	BUY	$50.65 - $57.04 $272,091 - $306,418	5,372 New	5,372 $302,000

Others Institutions Holding EVRG

# of Institutions

785

Shares Held

202M

Call Options Held

322K

Put Options Held

166K

View Full List

About Evergy, Inc.

Ticker EVRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 229,522,000
Market Cap $14.1B
Description
Evergy, Inc., together with its subsidiaries, engages in the generation, transmission, distribution, and sale of electricity in Kansas and Missouri, the United States. It generates electricity through coal, hydroelectric, landfill gas, uranium, and natural gas and oil sources, as well as solar, wind, other renewable sources. The company has appr...

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Iht Wealth Management, LLC Evergy, Inc. Transaction History