Finer 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
2026 Q1	$612K	Buy	8,838 +149	+2%	+$10.5K	0.31%	54
2025 Q4	$585K	Hold	8,689	–	–	0.28%	53
2025 Q3	$618K	Sell	8,689 -23	-0.3%	-$1.51K	0.31%	52
2025 Q2	$554K	Hold	8,712	–	–	0.3%	54
2025 Q1	$541K	Hold	8,712	–	–	0.32%	56
2024 Q4	$500K	Hold	8,712	–	–	0.29%	57
2024 Q3	$593K	Hold	8,712	–	–	0.37%	52
2024 Q2	$494K	Sell	8,712 -1,618	-16%	-$95.9K	0.32%	53
2024 Q1	$617K	Hold	10,330	–	–	0.41%	51
2023 Q4	$638K	Sell	10,330 -47	-0.5%	-$2.71K	0.47%	45
2023 Q3	$603K	Buy	10,377 +202	+2%	+$13.5K	0.48%	45
2023 Q2	$722K	Buy	10,175 +250	+3%	+$18.6K	0.56%	43
2023 Q1	$777K	Buy	9,925 +48	+0.5%	+$3.79K	0.66%	39
2022 Q4	$828K	Hold	9,877	–	–	0.77%	35
2022 Q3	$770K	Hold	9,877	–	–	0.76%	37
2022 Q2	$834K	Sell	9,877 -3,745	-27%	-$333K	0.76%	38
2022 Q1	$1.2M	Sell	13,622 -1,144	-8%	-$97.8K	0.98%	34
2021 Q4	$1.34M	Buy	+14,766	New	+$1.27M	1.11%	29