EverSource Wealth Advisors’s Morningstar MORN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$104K	Sell	616 -203	-25%	-$37.7K	﹤0.01%	1403
2025 Q4	$178K	Buy	819 +384	+88%	+$83.2K	0.01%	1000
2025 Q3	$101K	Sell	435 -126	-22%	-$33.6K	﹤0.01%	1271
2025 Q2	$176K	Buy	561 +539	+2,450%	+$160K	0.01%	912
2025 Q1	$6.6K	Buy	22 +2	+10%	+$630	﹤0.01%	2355
2024 Q4	$6.74K	Buy	20 +1	+5%	+$341	﹤0.01%	2202
2024 Q3	$6.06K	Hold	19	–	–	﹤0.01%	2144
2024 Q2	$6.04K	Sell	19 -4	-17%	-$1.18K	﹤0.01%	2141
2024 Q1	$6.5K	Buy	23 +17	+283%	+$4.9K	﹤0.01%	1918
2023 Q4	$1.72K	Buy	6 +3	+100%	+$782	﹤0.01%	2215
2023 Q3	$703	Hold	3	–	–	﹤0.01%	2324
2023 Q2	$588	Sell	3 -3	-50%	-$594	﹤0.01%	2318
2023 Q1	$1.22K	Buy	+6	New	+$1.32K	﹤0.01%	2065