EverSource Wealth Advisors’s American Woodmark AMWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-50
| Closed | -$1.99K | – | 4397 |
|
|
2026
Q1 | $1.99K | Sell |
50
-66
| -57% | -$3.5K | ﹤0.01% | 3642 |
|
|
2025
Q4 | $6.25K | Sell |
116
-101
| -47% | -$5.91K | ﹤0.01% | 3021 |
|
|
2025
Q3 | $14.5K | Sell |
217
-58
| -21% | -$3.56K | ﹤0.01% | 2587 |
|
|
2025
Q2 | $14.7K | Buy |
275
+158
| +135% | +$8.93K | ﹤0.01% | 2538 |
|
|
2025
Q1 | $6.88K | Buy |
117
+108
| +1,200% | +$7.64K | ﹤0.01% | 2336 |
|
|
2024
Q4 | $716 | Buy |
+9
| New | +$823 | ﹤0.01% | 3073 |
|
|
2023
Q1 | – | Sell |
-36
| Closed | -$1.76K | – | 2381 |
|
|
2022
Q4 | $1.76K | Sell |
36
-135
| -79% | -$6.7K | ﹤0.01% | 1951 |
|
|
2022
Q3 | $8K | Buy |
171
+20
| +13% | +$975 | ﹤0.01% | 1181 |
|
|
2022
Q2 | $7K | Sell |
151
-190
| -56% | -$9.18K | ﹤0.01% | 1138 |
|
|
2022
Q1 | $17K | Buy |
341
+303
| +797% | +$17.4K | ﹤0.01% | 756 |
|
|
2021
Q4 | $2K | Buy |
+38
| New | +$2.57K | ﹤0.01% | 1499 |
|
EverSource Wealth Advisors's AMWD Position: Q2 2026 in Review
EverSource Wealth Advisors sold out of American Woodmark (AMWD) in Q2 2026, closing a stake of 50 shares — an estimated $1.99K sold.
EverSource Wealth Advisors first reported a position in AMWD in Q4 2021 and held it in 11 quarters. The position peaked at $17K in Q1 2022. 0 funds tracked by Wall St. Rank hold AMWD as of Q2 2026.
- EverSource Wealth Advisors reported no remaining American Woodmark position as of Q2 2026 after selling out during the quarter.
- EverSource Wealth Advisors sold 50 American Woodmark shares in Q2 2026, an estimated $1.99K.
- EverSource Wealth Advisors first reported a position in American Woodmark in Q4 2021 and held it in 11 quarters.
- EverSource Wealth Advisors's American Woodmark position peaked at $17K in Q1 2022.
- 0 funds tracked by Wall St. Rank held American Woodmark as of Q2 2026.
Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.