EverSource 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
Q3 | $387K | Buy |
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|
2025
Q2 | $214K | Sell |
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|
2025
Q1 | $237K | Buy |
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|
2024
Q4 | $137K | Buy |
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|
2024
Q3 | $114K | Buy |
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|
2024
Q2 | $63.6K | Buy |
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|
2024
Q1 | $54.4K | Sell |
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|
2023
Q4 | $88.7K | Buy |
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|
2023
Q3 | $33.2K | Buy |
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|
2023
Q2 | $28.8K | Buy |
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|
2023
Q1 | $25.2K | Buy |
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|
2022
Q4 | $17.8K | Sell |
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|
2022
Q3 | $22K | Buy |
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|
2022
Q2 | $15K | Sell |
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|
2022
Q1 | $32K | Sell |
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|
2021
Q4 | $34K | Buy |
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