EverSource Wealth Advisors’s Ashland ASH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$270K Buy
5,366
+5,093
+1,866% +$256K 0.01% 723
2025
Q1
$16.2K Buy
273
+2
+0.7% +$119 ﹤0.01% 1812
2024
Q4
$19.4K Buy
271
+184
+211% +$13.1K ﹤0.01% 1641
2024
Q3
$7.57K Sell
87
-8
-8% -$696 ﹤0.01% 2020
2024
Q2
$9.18K Sell
95
-137
-59% -$13.2K ﹤0.01% 1901
2024
Q1
$22.1K Sell
232
-29
-11% -$2.77K ﹤0.01% 1319
2023
Q4
$22K Buy
261
+193
+284% +$16.3K ﹤0.01% 1197
2023
Q3
$5.56K Buy
+68
New +$5.56K ﹤0.01% 1669