Carson Wealth (CWM LLC)’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Buy |
42,484
+1,227
| +3% | +$78.1K | 0.01% | 834 |
|
|
2025
Q1 | $2.56M | Buy |
41,257
+5,330
| +15% | +$331K | 0.01% | 750 |
|
|
2024
Q4 | $2.06M | Sell |
35,927
-1,254
| -3% | -$72K | 0.01% | 771 |
|
|
2024
Q3 | $2.53M | Buy |
37,181
+7,215
| +24% | +$491K | 0.01% | 630 |
|
|
2024
Q2 | $1.7M | Sell |
29,966
-116
| -0.4% | -$6.58K | 0.01% | 689 |
|
|
2024
Q1 | $1.8M | Buy |
30,082
+787
| +3% | +$47K | 0.01% | 654 |
|
|
2023
Q4 | $1.81M | Sell |
29,295
-2,311
| -7% | -$143K | 0.01% | 599 |
|
|
2023
Q3 | $1.84M | Buy |
31,606
+10,509
| +50% | +$611K | 0.01% | 560 |
|
|
2023
Q2 | $1.5M | Buy |
21,097
+8,349
| +65% | +$592K | 0.01% | 588 |
|
|
2023
Q1 | $998K | Buy |
12,748
+2,190
| +21% | +$171K | 0.01% | 668 |
|
|
2022
Q4 | $885K | Sell |
10,558
-127
| -1% | -$10.6K | 0.01% | 650 |
|
|
2022
Q3 | $833K | Buy |
10,685
+4,964
| +87% | +$387K | 0.01% | 600 |
|
|
2022
Q2 | $483K | Sell |
5,721
-3,923
| -41% | -$331K | ﹤0.01% | 743 |
|
|
2022
Q1 | $851K | Buy |
9,644
+679
| +8% | +$59.9K | 0.01% | 598 |
|
|
2021
Q4 | $816K | Buy |
+8,965
| New | +$816K | 0.01% | 619 |
|
|
2021
Q2 | $724K | Hold |
9,023
| – | – | 0.01% | 615 |
|
|
2021
Q1 | $724K | Hold |
9,023
| – | – | 0.01% | 615 |
|
|
2020
Q4 | $724K | Hold |
9,023
| – | – | 0.01% | 615 |
|
|
2020
Q3 | $724K | Hold |
9,023
| – | – | 0.01% | 615 |
|
|
2020
Q2 | $724K | Hold |
9,023
| – | – | 0.01% | 615 |
|
|
2020
Q1 | $724K | Hold |
9,023
| – | – | 0.01% | 615 |
|
|
2019
Q4 | $724K | Hold |
9,023
| – | – | 0.01% | 615 |
|
|
2019
Q3 | $724K | Hold |
9,023
| – | – | 0.01% | 615 |
|
|
2019
Q2 | $724K | Hold |
9,023
| – | – | 0.01% | 615 |
|
|
2019
Q1 | $724K | Buy |
9,023
+2,625
| +41% | +$211K | 0.01% | 615 |
|
|
2018
Q4 | $416K | Buy |
6,398
+321
| +5% | +$20.9K | 0.01% | 479 |
|
|
2018
Q3 | $373K | Buy |
6,077
+307
| +5% | +$18.8K | 0.01% | 415 |
|
|
2018
Q2 | $338K | Buy |
5,770
+136
| +2% | +$7.97K | 0.01% | 365 |
|
|
2018
Q1 | $332K | Hold |
5,634
| – | – | 0.01% | 319 |
|
|
2017
Q4 | $356K | Hold |
5,634
| – | – | 0.02% | 293 |
|
|
2017
Q3 | $341K | Sell |
5,634
-36
| -0.6% | -$2.18K | 0.02% | 284 |
|
|
2017
Q2 | $344K | Sell |
5,670
-608
| -10% | -$36.9K | 0.02% | 264 |
|
|
2017
Q1 | $369K | Buy |
6,278
+644
| +11% | +$37.9K | 0.02% | 247 |
|
|
2016
Q4 | $311K | Sell |
5,634
-80
| -1% | -$4.42K | 0.02% | 239 |
|
|
2016
Q3 | $310K | Hold |
5,714
| – | – | 0.02% | 226 |
|
|
2016
Q2 | $342K | Hold |
5,714
| – | – | 0.02% | 216 |
|
|
2016
Q1 | $333K | Buy |
5,714
+5,634
| +7,043% | +$328K | 0.03% | 205 |
|
|
2015
Q4 | $4K | Hold |
80
| – | – | ﹤0.01% | 542 |
|
|
2015
Q3 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 516 |
|