EverSource Wealth Advisors’s New York Times NYT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$307K Buy
2025
Q1
$90.9K Buy
2024
Q4
$63.8K Buy
2024
Q3
$62.2K Sell
2024
Q2
$124K Sell
2024
Q1
$100K Buy
2023
Q4
$107K Sell
2023
Q3
$90.8K Buy
2023
Q2
$85.4K Buy
2023
Q1
$82.2K Buy
2022
Q4
$67.8K Hold
2022
Q3
$60K Buy