EverSource Wealth Advisors’s Privia Health PRVA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$18.3K	Buy	890 +321	+56%	+$7.24K	﹤0.01%	2556
2025 Q4	$13.5K	Sell	569 -2	-0.4%	-$49	﹤0.01%	2645
2025 Q3	$14.2K	Buy	571 +277	+94%	+$5.96K	﹤0.01%	2604
2025 Q2	$6.76K	Buy	294 +103	+54%	+$2.38K	﹤0.01%	3032
2025 Q1	$4.29K	Sell	191 -2,189	-92%	-$50.9K	﹤0.01%	2570
2024 Q4	$46.5K	Buy	2,380 +2,350	+7,833%	+$46.6K	﹤0.01%	1221
2024 Q3	$546	Hold	30	–	–	﹤0.01%	2852
2024 Q2	$622	Buy	+30	New	+$531	﹤0.01%	2844
2024 Q1	–	Sell	-181	Closed	-$4.17K	–	2976
2023 Q4	$4.17K	Buy	+181	New	+$4.05K	﹤0.01%	1927
2022 Q2	–	Sell	-79	Closed	-$2K	–	1856
2022 Q1	$2K	Hold	79	–	–	﹤0.01%	1564
2021 Q4	$2K	Buy	+79	New	+$1.97K	﹤0.01%	1604