EverSource Wealth Advisors’s CoreCard CCRD Stock Holding History

EverSource Wealth Advisors’s Portfolio CCRD Stock Details CCRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-9	Closed	-$242	–	4298
2025 Q3	$242	Buy	+9	New	+$249	﹤0.01%	4074

EverSource Wealth Advisors's CCRD Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of CoreCard (CCRD) in Q4 2025, closing a stake of 9 shares — an estimated $242 sold.

EverSource Wealth Advisors first reported a position in CCRD in Q3 2025 and held it in 1 quarter. The position peaked at $242 in Q3 2025. 0 funds tracked by Wall St. Rank hold CCRD as of Q4 2025.

EverSource Wealth Advisors reported no remaining CoreCard position as of Q4 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 9 CoreCard shares in Q4 2025, an estimated $242.
EverSource Wealth Advisors first reported a position in CoreCard in Q3 2025 and held it in 1 quarter.
EverSource Wealth Advisors's CoreCard position peaked at $242 in Q3 2025.
0 funds tracked by Wall St. Rank held CoreCard as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.