EverSource Wealth Advisors’s Americold COLD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$37K Buy
2,224
+1,593
+252% +$26.5K ﹤0.01% 1811
2025
Q1
$13.5K Sell
631
-5,237
-89% -$112K ﹤0.01% 1925
2024
Q4
$126K Buy
5,868
+5,723
+3,947% +$122K 0.01% 835
2024
Q3
$4.1K Buy
145
+13
+10% +$367 ﹤0.01% 2299
2024
Q2
$3.95K Buy
132
+51
+63% +$1.53K ﹤0.01% 2303
2024
Q1
$1.78K Buy
+81
New +$1.78K ﹤0.01% 2424
2023
Q4
Sell
-18
Closed -$547 2657
2023
Q3
$547 Sell
18
-23
-56% -$699 ﹤0.01% 2352
2023
Q2
$1.32K Buy
41
+18
+78% +$581 ﹤0.01% 2132
2023
Q1
$654 Hold
23
﹤0.01% 2179
2022
Q4
$651 Hold
23
﹤0.01% 2167
2022
Q3
$1K Buy
+23
New +$1K ﹤0.01% 1792