EverSource Wealth Advisors’s New York Times NYT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Buy |
5,486
+3,653
| +199% | +$205K | 0.01% | 656 |
|
|
2025
Q1 | $90.9K | Buy |
1,833
+607
| +50% | +$30.1K | 0.01% | 943 |
|
|
2024
Q4 | $63.8K | Buy |
1,226
+109
| +10% | +$5.67K | ﹤0.01% | 1077 |
|
|
2024
Q3 | $62.2K | Sell |
1,117
-1,206
| -52% | -$67.1K | ﹤0.01% | 977 |
|
|
2024
Q2 | $124K | Sell |
2,323
-2
| -0.1% | -$107 | 0.01% | 719 |
|
|
2024
Q1 | $100K | Buy |
2,325
+149
| +7% | +$6.41K | 0.01% | 706 |
|
|
2023
Q4 | $107K | Sell |
2,176
-28
| -1% | -$1.37K | 0.01% | 617 |
|
|
2023
Q3 | $90.8K | Buy |
2,204
+36
| +2% | +$1.48K | 0.01% | 603 |
|
|
2023
Q2 | $85.4K | Buy |
2,168
+54
| +3% | +$2.13K | 0.01% | 634 |
|
|
2023
Q1 | $82.2K | Buy |
2,114
+24
| +1% | +$933 | 0.01% | 612 |
|
|
2022
Q4 | $67.8K | Hold |
2,090
| – | – | 0.01% | 635 |
|
|
2022
Q3 | $60K | Buy |
+2,090
| New | +$60K | 0.01% | 590 |
|