EWA
EverSource Wealth Advisors’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.97M | Buy |
7,072
+399
| +6% | +$224K | 0.18% | 109 |
|
|
2025
Q1 | $3.66M | Sell |
6,673
-163
| -2% | -$89.3K | 0.2% | 103 |
|
|
2024
Q4 | $3.6M | Buy |
6,836
+1,608
| +31% | +$847K | 0.2% | 100 |
|
|
2024
Q3 | $2.58M | Sell |
5,228
-44
| -0.8% | -$21.7K | 0.16% | 116 |
|
|
2024
Q2 | $2.44M | Buy |
5,272
+320
| +6% | +$148K | 0.16% | 117 |
|
|
2024
Q1 | $2.23M | Buy |
4,952
+222
| +5% | +$100K | 0.18% | 110 |
|
|
2023
Q4 | $2.02M | Sell |
4,730
-112
| -2% | -$47.8K | 0.18% | 109 |
|
|
2023
Q3 | $1.92M | Buy |
4,842
+223
| +5% | +$88.3K | 0.2% | 108 |
|
|
2023
Q2 | $1.82M | Buy |
4,619
+1,769
| +62% | +$696K | 0.2% | 106 |
|
|
2023
Q1 | $1.04M | Buy |
2,850
+47
| +2% | +$17.1K | 0.13% | 137 |
|
|
2022
Q4 | $975K | Sell |
2,803
-2,208
| -44% | -$768K | 0.15% | 119 |
|
|
2022
Q3 | $1.43M | Buy |
5,011
+3,519
| +236% | +$1M | 0.33% | 58 |
|
|
2022
Q2 | $472K | Buy |
1,492
+678
| +83% | +$214K | 0.12% | 156 |
|
|
2022
Q1 | $291K | Sell |
814
-284
| -26% | -$102K | 0.07% | 214 |
|
|
2021
Q4 | $395K | Buy |
+1,098
| New | +$395K | 0.11% | 142 |
|