Carson Wealth (CWM LLC)’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 | $8.46M | Buy |
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|
2025
Q2 | $2.7M | Buy |
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|
2025
Q1 | $2.56M | Buy |
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|
2024
Q4 | $2.06M | Sell |
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|
2024
Q3 | $2.53M | Buy |
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|
2024
Q2 | $1.7M | Sell |
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|
2024
Q1 | $1.8M | Buy |
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|
2023
Q4 | $1.81M | Sell |
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|
2023
Q3 | $1.84M | Buy |
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|
2023
Q2 | $1.5M | Buy |
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|
2023
Q1 | $998K | Buy |
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|
2022
Q4 | $885K | Sell |
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|
2022
Q3 | $833K | Buy |
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|
2022
Q2 | $483K | Sell |
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|
2022
Q1 | $851K | Buy |
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|
2021
Q4 | $816K | Buy |
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|
2021
Q2 | $724K | Hold |
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|
2021
Q1 | $724K | Hold |
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|
2020
Q4 | $724K | Hold |
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|
2020
Q3 | $724K | Hold |
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|
2020
Q2 | $724K | Hold |
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|
2020
Q1 | $724K | Hold |
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|
2019
Q4 | $724K | Hold |
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|
2019
Q3 | $724K | Hold |
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|
2019
Q2 | $724K | Hold |
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|
2019
Q1 | $724K | Buy |
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|
2018
Q4 | $416K | Buy |
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|
2018
Q3 | $373K | Buy |
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|
2018
Q2 | $338K | Buy |
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|
2018
Q1 | $332K | Hold |
|
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|
2017
Q4 | $356K | Hold |
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|
2017
Q3 | $341K | Sell |
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|
2017
Q2 | $344K | Sell |
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|
2017
Q1 | $369K | Buy |
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|
2016
Q4 | $311K | Sell |
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|
2016
Q3 | $310K | Hold |
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|
2016
Q2 | $342K | Hold |
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|
2016
Q1 | $333K | Buy |
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|
2015
Q4 | $4K | Hold |
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|
2015
Q3 | $4K | Buy |
|