EverSource Wealth Advisors’s NetApp NTAP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$384K Buy
3,603
+2,141
+146% +$228K 0.02% 552
2025
Q1
$128K Sell
1,462
-180
-11% -$15.8K 0.01% 819
2024
Q4
$191K Buy
1,642
+255
+18% +$29.6K 0.01% 673
2024
Q3
$171K Buy
1,387
+40
+3% +$4.94K 0.01% 611
2024
Q2
$171K Buy
1,347
+713
+112% +$90.6K 0.01% 612
2024
Q1
$64.8K Buy
634
+180
+40% +$18.4K 0.01% 876
2023
Q4
$40K Buy
454
+184
+68% +$16.2K ﹤0.01% 984
2023
Q3
$20.5K Sell
270
-299
-53% -$22.7K ﹤0.01% 1118
2023
Q2
$43.5K Sell
569
-886
-61% -$67.8K ﹤0.01% 888
2023
Q1
$92.8K Buy
1,455
+159
+12% +$10.1K 0.01% 562
2022
Q4
$77.8K Sell
1,296
-3,955
-75% -$237K 0.01% 596
2022
Q3
$324K Buy
5,251
+4,674
+810% +$288K 0.07% 231
2022
Q2
$38K Sell
577
-82
-12% -$5.4K 0.01% 684
2022
Q1
$54K Buy
659
+530
+411% +$43.4K 0.01% 456
2021
Q4
$12K Buy
+129
New +$12K ﹤0.01% 897