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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $389K | Sell |
|
|||||
|
2025
Q2 | $348K | Buy |
|
|||||
|
2025
Q1 | $288K | Hold |
|
|||||
|
2024
Q4 | $266K | Sell |
|
|||||
|
2024
Q3 | $341K | Buy |
|
|||||
|
2024
Q2 | $283K | Buy |
|
|||||
|
2024
Q1 | $291K | Sell |
|
|||||
|
2023
Q4 | $311K | Sell |
|
|||||
|
2023
Q3 | $294K | Buy |
|
|||||
|
2023
Q2 | $357K | Sell |
|
|||||
|
2023
Q1 | $397K | Sell |
|
|||||
|
2022
Q4 | $456K | Sell |
|
|||||
|
2022
Q3 | $430K | Hold |
|
|||||
|
2022
Q2 | $466K | Sell |
|
|||||
|
2022
Q1 | $496K | Buy |
|
|||||
|
2021
Q4 | $511K | Hold |
|
|||||
|
2021
Q3 | $459K | Sell |
|
|||||
|
2021
Q2 | $491K | Sell |
|
|||||
|
2021
Q1 | $551K | Sell |
|
|||||
|
2020
Q4 | $570K | Sell |
|
|||||
|
2020
Q3 | $572K | Sell |
|
|||||
|
2020
Q2 | $645K | Sell |
|
|||||
|
2020
Q1 | $639K | Sell |
|
|||||
|
2019
Q4 | $717K | Buy |
|
|||||
|
2019
Q3 | $342K | Buy |
|
|||||
|
2019
Q2 | $295K | Hold |
|
|||||
|
2019
Q1 | $276K | Hold |
|
|||||
|
2018
Q4 | $253K | Sell |
|
|||||
|
2018
Q3 | $247K | Hold |
|
|||||
|
2018
Q2 | $236K | Buy |
|