EverSource Wealth Advisors’s The First Bancshares, Inc. FBMS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-22	Closed	-$744	–	4409
2025 Q1	$744	Buy	+22	New	+$786	﹤0.01%	3332
2023 Q1	–	Sell	-152	Closed	-$4.87K	–	2558
2022 Q4	$4.87K	Hold	152	–	–	﹤0.01%	1616
2022 Q3	$5K	Buy	+152	New	+$4.54K	﹤0.01%	1407

Other funds holding FBMS

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EverSource Wealth Advisors's FBMS Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of The First Bancshares, Inc. (FBMS) in Q2 2025, closing a stake of 22 shares — an estimated $744 sold.

EverSource Wealth Advisors first reported a position in FBMS in Q3 2022 and held it in 3 quarters. The position peaked at $5K in Q3 2022. 1 fund tracked by Wall St. Rank holds FBMS as of Q2 2025.

EverSource Wealth Advisors reported no remaining The First Bancshares, Inc. position as of Q2 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 22 The First Bancshares, Inc. shares in Q2 2025, an estimated $744.
EverSource Wealth Advisors first reported a position in The First Bancshares, Inc. in Q3 2022 and held it in 3 quarters.
EverSource Wealth Advisors's The First Bancshares, Inc. position peaked at $5K in Q3 2022.
1 fund tracked by Wall St. Rank held The First Bancshares, Inc. as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.