EverSource Wealth Advisors’s Factset FDS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$150K	Sell	690 -889	-56%	-$207K	﹤0.01%	1211
2025 Q4	$458K	Buy	1,579 +1,421	+899%	+$399K	0.02%	571
2025 Q3	$45.3K	Buy	158 +20	+14%	+$7.64K	﹤0.01%	1779
2025 Q2	$61.8K	Buy	138 +51	+59%	+$22.3K	﹤0.01%	1492
2025 Q1	$39.6K	Sell	87 -175	-67%	-$79.7K	﹤0.01%	1354
2024 Q4	$126K	Sell	262 -36	-12%	-$17.1K	0.01%	834
2024 Q3	$137K	Buy	298 +7	+2%	+$2.97K	0.01%	688
2024 Q2	$120K	Buy	291 +54	+23%	+$22.9K	0.01%	726
2024 Q1	$98.8K	Buy	237 +6	+3%	+$2.8K	0.01%	713
2023 Q4	$110K	Sell	231 -31	-12%	-$13.9K	0.01%	600
2023 Q3	$115K	Hold	262	–	–	0.01%	528
2023 Q2	$105K	Buy	262 +261	+26,100%	+$105K	0.01%	568
2023 Q1	$415	Buy	+1	New	+$416	﹤0.01%	2267
2022 Q4	–	Sell	-10	Closed	-$4.26K	–	2349
2022 Q3	$4K	Buy	+10	New	+$4.23K	﹤0.01%	1433