EWA
EverSource Wealth Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Buy |
9,216
+3,507
| +61% | +$159K | 0.02% | 523 |
|
|
2025
Q1 | $241K | Sell |
5,709
-1,612
| -22% | -$68.1K | 0.01% | 589 |
|
|
2024
Q4 | $350K | Buy |
7,321
+3,060
| +72% | +$146K | 0.02% | 461 |
|
|
2024
Q3 | $195K | Buy |
4,261
+249
| +6% | +$11.4K | 0.01% | 567 |
|
|
2024
Q2 | $180K | Sell |
4,012
-381
| -9% | -$17.1K | 0.01% | 595 |
|
|
2024
Q1 | $179K | Buy |
4,393
+636
| +17% | +$25.8K | 0.01% | 527 |
|
|
2023
Q4 | $163K | Buy |
3,757
+285
| +8% | +$12.3K | 0.01% | 487 |
|
|
2023
Q3 | $115K | Buy |
3,472
+86
| +3% | +$2.84K | 0.01% | 526 |
|
|
2023
Q2 | $112K | Sell |
3,386
-17,381
| -84% | -$574K | 0.01% | 540 |
|
|
2023
Q1 | $749K | Buy |
20,767
+247
| +1% | +$8.9K | 0.09% | 168 |
|
|
2022
Q4 | $895K | Buy |
20,520
+885
| +5% | +$38.6K | 0.14% | 126 |
|
|
2022
Q3 | $792K | Sell |
19,635
-467
| -2% | -$18.8K | 0.18% | 105 |
|
|
2022
Q2 | $926K | Sell |
20,102
-714
| -3% | -$32.9K | 0.24% | 78 |
|
|
2022
Q1 | $1.11M | Sell |
20,816
-113
| -0.5% | -$6.01K | 0.28% | 64 |
|
|
2021
Q4 | $1.18M | Buy |
+20,929
| New | +$1.18M | 0.33% | 52 |
|