EverSource Wealth Advisors’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Sell |
3,365
-450
| -12% | -$28.6K | 0.01% | 822 |
|
|
2025
Q1 | $237K | Buy |
3,815
+1,434
| +60% | +$89.1K | 0.01% | 592 |
|
|
2024
Q4 | $137K | Buy |
2,381
+703
| +42% | +$40.4K | 0.01% | 809 |
|
|
2024
Q3 | $114K | Buy |
1,678
+699
| +71% | +$47.6K | 0.01% | 752 |
|
|
2024
Q2 | $63.6K | Buy |
979
+82
| +9% | +$5.32K | ﹤0.01% | 979 |
|
|
2024
Q1 | $54.4K | Sell |
897
-540
| -38% | -$32.7K | ﹤0.01% | 948 |
|
|
2023
Q4 | $88.7K | Buy |
1,437
+865
| +151% | +$53.4K | 0.01% | 683 |
|
|
2023
Q3 | $33.2K | Buy |
572
+166
| +41% | +$9.65K | ﹤0.01% | 957 |
|
|
2023
Q2 | $28.8K | Buy |
406
+84
| +26% | +$5.96K | ﹤0.01% | 1019 |
|
|
2023
Q1 | $25.2K | Buy |
322
+110
| +52% | +$8.62K | ﹤0.01% | 1000 |
|
|
2022
Q4 | $17.8K | Sell |
212
-67
| -24% | -$5.63K | ﹤0.01% | 1100 |
|
|
2022
Q3 | $22K | Buy |
279
+103
| +59% | +$8.12K | 0.01% | 869 |
|
|
2022
Q2 | $15K | Sell |
176
-182
| -51% | -$15.5K | ﹤0.01% | 909 |
|
|
2022
Q1 | $32K | Sell |
358
-7
| -2% | -$626 | 0.01% | 555 |
|
|
2021
Q4 | $34K | Buy |
+365
| New | +$34K | 0.01% | 496 |
|