Ownership history in EverSource Wealth Advisors, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in ALPHABET INC CAP STK CL A (GOOGL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 106,643 | +2,624 | +2.5% | 1.23% | $33.4M | $312.78 |
| 2025 Q3 | ADDED | 104,019 | +3,185 | +3.2% | 1.00% | $25.3M | $242.77 |
| 2025 Q2 | REDUCED | 100,834 | -5,358 | -5.0% | 0.80% | $17.8M | $175.83 |
| 2025 Q1 | REDUCED | 106,192 | -1,051 | -1.0% | 0.90% | $16.4M | $154.11 |
| 2024 Q4 | REDUCED | 107,243 | -1,338 | -1.2% | 1.14% | $20.3M | $188.43 |
| 2024 Q3 | ADDED | 108,581 | +3,465 | +3.3% | 1.14% | $18.0M | $164.90 |
| 2024 Q2 | ADDED | 105,116 | +7,886 | +8.1% | 1.20% | $18.0M | $180.86 |
| 2024 Q1 | UNCHANGED | 97,230 | — | 0% | 1.24% | $13.6M | $149.69 |
| 2023 Q4 | ADDED | 97,230 | +4,163 | +4.5% | 1.24% | $13.6M | $138.54 |
| 2023 Q3 | ADDED | 93,067 | +2,560 | +2.8% | 1.29% | $12.2M | $129.79 |
As of 2025 Q4 — sorted by position size