EWA
BASE

EverSource Wealth Advisors’s Couchbase BASE Stock Holding History

EverSource Wealth Advisors’s Portfolio BASE Stock Details BASE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-980
Closed -$23.9K – 4331
2025
Q2 		$23.9K Buy
980
+880
+880% +$16K ﹤0.01% 2164
2025
Q1 		$1.57K Buy
100
+80
+400% +$1.33K ﹤0.01% 3037
2024
Q4 		$312 Sell
20
-7
-26% -$119 ﹤0.01% 3335
2024
Q3 		$435 Buy
+27
New +$467 ﹤0.01% 2900

Other funds holding BASE

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

EverSource Wealth Advisors's BASE Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of Couchbase (BASE) in Q3 2025, closing a stake of 980 shares — an estimated $23.9K sold.

EverSource Wealth Advisors first reported a position in BASE in Q3 2024 and held it in 4 quarters. The position peaked at $23.9K in Q2 2025. 3 funds tracked by Wall St. Rank hold BASE as of Q3 2025.

  • EverSource Wealth Advisors reported no remaining Couchbase position as of Q3 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 980 Couchbase shares in Q3 2025, an estimated $23.9K.
  • EverSource Wealth Advisors first reported a position in Couchbase in Q3 2024 and held it in 4 quarters.
  • EverSource Wealth Advisors's Couchbase position peaked at $23.9K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Couchbase as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.