EWA
EverSource Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.66M | Buy |
18,762
+16
| +0.1% | +$5.68K | 0.3% | 77 |
|
|
2025
Q1 | $6.57M | Buy |
18,746
+732
| +4% | +$257K | 0.36% | 71 |
|
|
2024
Q4 | $5.69M | Buy |
18,014
+2,714
| +18% | +$858K | 0.32% | 74 |
|
|
2024
Q3 | $4.21M | Sell |
15,300
-330
| -2% | -$90.7K | 0.27% | 80 |
|
|
2024
Q2 | $4.15M | Buy |
15,630
+3,284
| +27% | +$873K | 0.28% | 77 |
|
|
2024
Q1 | $3.32M | Buy |
12,346
+67
| +0.5% | +$18K | 0.26% | 87 |
|
|
2023
Q4 | $3.2M | Buy |
12,279
+736
| +6% | +$192K | 0.29% | 78 |
|
|
2023
Q3 | $2.65M | Sell |
11,543
-41
| -0.4% | -$9.43K | 0.28% | 81 |
|
|
2023
Q2 | $2.75M | Buy |
11,584
+743
| +7% | +$176K | 0.3% | 80 |
|
|
2023
Q1 | $2.44M | Sell |
10,841
-200
| -2% | -$45.1K | 0.3% | 86 |
|
|
2022
Q4 | $2.29M | Buy |
11,041
+2,651
| +32% | +$551K | 0.35% | 71 |
|
|
2022
Q3 | $1.49M | Sell |
8,390
-756
| -8% | -$134K | 0.34% | 53 |
|
|
2022
Q2 | $1.8M | Buy |
9,146
+1,477
| +19% | +$291K | 0.46% | 44 |
|
|
2022
Q1 | $1.7M | Buy |
7,669
+2,392
| +45% | +$530K | 0.43% | 48 |
|
|
2021
Q4 | $1.14M | Buy |
+5,277
| New | +$1.14M | 0.32% | 53 |
|