FMWA
Forvis Mazars Wealth Advisors’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $467K | Buy |
7,344
+72
| +1% | +$4.58K | 0.01% | 294 |
|
|
2025
Q1 | $452K | Buy |
7,272
+1,109
| +18% | +$68.9K | 0.01% | 296 |
|
|
2024
Q4 | $354K | Hold |
6,163
| – | – | 0.01% | 357 |
|
|
2024
Q3 | $419K | Sell |
6,163
-70
| -1% | -$4.76K | 0.01% | 340 |
|
|
2024
Q2 | $353K | Sell |
6,233
-1,738
| -22% | -$98.6K | 0.01% | 329 |
|
|
2024
Q1 | $476K | Buy |
7,971
+13
| +0.2% | +$777 | 0.01% | 302 |
|
|
2023
Q4 | $491K | Sell |
7,958
-35
| -0.4% | -$2.16K | 0.01% | 285 |
|
|
2023
Q3 | $465K | Buy |
7,993
+293
| +4% | +$17K | 0.01% | 283 |
|
|
2023
Q2 | $546K | Hold |
7,700
| – | – | 0.02% | 281 |
|
|
2023
Q1 | $603K | Sell |
7,700
-200
| -3% | -$15.7K | 0.02% | 242 |
|
|
2022
Q4 | $662K | Buy |
7,900
+193
| +3% | +$16.2K | 0.02% | 229 |
|
|
2022
Q3 | $601K | Sell |
7,707
-51
| -0.7% | -$3.98K | 0.02% | 238 |
|
|
2022
Q2 | $655K | Buy |
+7,758
| New | +$655K | 0.03% | 225 |
|
|
2021
Q1 | – | Sell |
-6,202
| Closed | -$537K | – | 307 |
|
|
2020
Q4 | $537K | Buy |
6,202
+334
| +6% | +$28.9K | 0.03% | 214 |
|
|
2020
Q3 | $490K | Buy |
5,868
+226
| +4% | +$18.9K | 0.03% | 209 |
|
|
2020
Q2 | $470K | Sell |
5,642
-300
| -5% | -$25K | 0.03% | 205 |
|
|
2020
Q1 | $465K | Buy |
5,942
+135
| +2% | +$10.6K | 0.04% | 178 |
|
|
2019
Q4 | $494K | Buy |
+5,807
| New | +$494K | 0.04% | 193 |
|