EverSource Wealth Advisors’s Fate Therapeutics FATE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.68K	Buy	5,570 +3,437	+161%	+$4.18K	﹤0.01%	3120
2025 Q4	$2.1K	Buy	2,133 +16	+0.8%	+$19	﹤0.01%	3486
2025 Q3	$2.67K	Buy	2,117 +879	+71%	+$948	﹤0.01%	3416
2025 Q2	$1.39K	Sell	1,238 -1,284	-51%	-$1.49K	﹤0.01%	3630
2025 Q1	$1.99K	Buy	2,522 +1,840	+270%	+$2.25K	﹤0.01%	2933
2024 Q4	$1.13K	Hold	682	–	–	﹤0.01%	2926
2024 Q3	$2.39K	Hold	682	–	–	﹤0.01%	2488
2024 Q2	$3.63K	Hold	682	–	–	﹤0.01%	2330
2024 Q1	$2.69K	Hold	682	–	–	﹤0.01%	2291
2023 Q4	$2.55K	Buy	+682	New	+$1.61K	﹤0.01%	2104
2023 Q2	–	Sell	-325	Closed	-$1.85K	–	2530
2023 Q1	$1.85K	Hold	325	–	–	﹤0.01%	1955
2022 Q4	$3.28K	Buy	+325	New	+$6.1K	﹤0.01%	1751
2022 Q2	–	Sell	-45	Closed	-$2K	–	1769
2022 Q1	$2K	Hold	45	–	–	﹤0.01%	1519
2021 Q4	$3K	Buy	+45	New	+$2.55K	﹤0.01%	1416