Beaumont Financial Advisors’s Eversource Energy ES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$293K	Sell	4,231 -34	-0.8%	-$2.4K	0.02%	300
2025 Q4	$287K	Sell	4,265 -1,202	-22%	-$84.4K	0.02%	304
2025 Q3	$389K	Sell	5,467 -5	-0.1%	-$328	0.03%	272
2025 Q2	$348K	Buy	5,472 +833	+18%	+$51.3K	0.03%	274
2025 Q1	$288K	Hold	4,639	–	–	0.02%	298
2024 Q4	$266K	Sell	4,639 -367	-7%	-$22.9K	0.02%	308
2024 Q3	$341K	Buy	5,006 +23	+0.5%	+$1.49K	0.03%	258
2024 Q2	$283K	Buy	4,983 +117	+2%	+$6.94K	0.02%	284
2024 Q1	$291K	Sell	4,866 -170	-3%	-$9.77K	0.02%	285
2023 Q4	$311K	Sell	5,036 -23	-0.5%	-$1.33K	0.03%	257
2023 Q3	$294K	Buy	5,059 +32	+0.6%	+$2.13K	0.03%	251
2023 Q2	$357K	Sell	5,027 -47	-0.9%	-$3.5K	0.03%	240
2023 Q1	$397K	Sell	5,074 -365	-7%	-$28.8K	0.04%	204
2022 Q4	$456K	Sell	5,439 -82	-1%	-$6.5K	0.05%	188
2022 Q3	$430K	Hold	5,521	–	–	0.04%	186
2022 Q2	$466K	Sell	5,521 -100	-2%	-$8.88K	0.04%	185
2022 Q1	$496K	Buy	5,621 +7	+0.1%	+$599	0.04%	208
2021 Q4	$511K	Hold	5,614	–	–	0.04%	207
2021 Q3	$459K	Sell	5,614 -503	-8%	-$43.7K	0.04%	214
2021 Q2	$491K	Sell	6,117 -250	-4%	-$21.1K	0.04%	212
2021 Q1	$551K	Sell	6,367 -220	-3%	-$18.7K	0.05%	185
2020 Q4	$570K	Sell	6,587 -256	-4%	-$22.8K	0.05%	183
2020 Q3	$572K	Sell	6,843 -901	-12%	-$77.1K	0.05%	184
2020 Q2	$645K	Sell	7,744 -431	-5%	-$35.7K	0.07%	159
2020 Q1	$639K	Sell	8,175 -259	-3%	-$22.7K	0.08%	126
2019 Q4	$717K	Buy	8,434 +4,431	+111%	+$368K	0.07%	153
2019 Q3	$342K	Buy	4,003 +114	+3%	+$9.06K	0.03%	199
2019 Q2	$295K	Hold	3,889	–	–	0.03%	199
2019 Q1	$276K	Hold	3,889	–	–	0.03%	193
2018 Q4	$253K	Sell	3,889 -131	-3%	-$8.54K	0.04%	173
2018 Q3	$247K	Hold	4,020	–	–	0.02%	200
2018 Q2	$236K	Buy	+4,020	New	+$231K	0.03%	185