Cerro Pacific Wealth 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
Q4 | – | Sell |
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|
2025
Q3 | $219K | Sell |
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|
2025
Q2 | $219K | Sell |
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|
2025
Q1 | $218K | Sell |
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|
2024
Q4 | $291K | Sell |
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|
2024
Q3 | $250K | Hold |
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|
2024
Q2 | $250K | Buy |
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|
2023
Q1 | $238K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $614K | Sell |
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|
2021
Q2 | $933K | Buy |
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|
2020
Q4 | $923K | Buy |
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