Congress Wealth Management’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 Q2	$508K	Buy	7,988 +2,008	+34%	+$124K	﹤0.01%	922
2025 Q1	$371K	Buy	5,980 +298	+5%	+$17.8K	﹤0.01%	897
2024 Q4	$326K	Buy	5,682 +2,727	+92%	+$170K	﹤0.01%	744
2024 Q3	$201K	Buy	+2,955	New	+$191K	﹤0.01%	823
2024 Q1	–	Sell	-5,063	Closed	-$313K	–	597
2023 Q4	$313K	Buy	5,063 +1,611	+47%	+$92.9K	0.01%	524
2023 Q3	$201K	Sell	3,452 -23	-0.7%	-$1.53K	﹤0.01%	587
2023 Q2	$246K	Sell	3,475 -233	-6%	-$17.4K	0.01%	509
2023 Q1	$290K	Buy	3,708 +112	+3%	+$8.85K	0.01%	486
2022 Q4	$301K	Buy	3,596 +256	+8%	+$20.3K	0.01%	478
2022 Q3	$260K	Sell	3,340 -111	-3%	-$9.78K	0.01%	489
2022 Q2	$292K	Sell	3,451 -222	-6%	-$19.7K	0.01%	482
2022 Q1	$324K	Buy	3,673 +333	+10%	+$28.5K	0.01%	504
2021 Q4	$304K	Buy	+3,340	New	+$287K	0.01%	534