EverSource Wealth Advisors’s Premier PINC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-2,798
| Closed | -$77.8K | – | 4396 |
|
|
2025
Q3 | $77.8K | Sell |
2,798
-170
| -6% | -$4.11K | ﹤0.01% | 1410 |
|
|
2025
Q2 | $65.1K | Buy |
2,968
+2,255
| +316% | +$48.6K | ﹤0.01% | 1455 |
|
|
2025
Q1 | $13.7K | Buy |
713
+32
| +5% | +$630 | ﹤0.01% | 1917 |
|
|
2024
Q4 | $14.4K | Buy |
681
+134
| +24% | +$2.84K | ﹤0.01% | 1811 |
|
|
2024
Q3 | $10.9K | Buy |
547
+53
| +11% | +$1.05K | ﹤0.01% | 1814 |
|
|
2024
Q2 | $10.4K | Sell |
494
-442
| -47% | -$8.76K | ﹤0.01% | 1835 |
|
|
2024
Q1 | $19.5K | Buy |
936
+275
| +42% | +$5.95K | ﹤0.01% | 1374 |
|
|
2023
Q4 | $14.8K | Buy |
661
+306
| +86% | +$6.33K | ﹤0.01% | 1391 |
|
|
2023
Q3 | $7.63K | Sell |
355
-3,160
| -90% | -$78.8K | ﹤0.01% | 1525 |
|
|
2023
Q2 | $97.2K | Buy |
3,515
+2,386
| +211% | +$68.1K | 0.01% | 589 |
|
|
2023
Q1 | $36.5K | Buy |
1,129
+1,080
| +2,204% | +$35.4K | ﹤0.01% | 894 |
|
|
2022
Q4 | $1.72K | Buy |
49
+24
| +96% | +$800 | ﹤0.01% | 1957 |
|
|
2022
Q3 | $1K | Sell |
25
-1,468
| -98% | -$53.5K | ﹤0.01% | 1866 |
|
|
2022
Q2 | $53K | Buy |
+1,493
| New | +$54.6K | 0.01% | 613 |
|