Forvis Mazars 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
Q2 | $467K | Buy |
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|
2025
Q1 | $452K | Buy |
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|
2024
Q4 | $354K | Hold |
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|
2024
Q3 | $419K | Sell |
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|
2024
Q2 | $353K | Sell |
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|
2024
Q1 | $476K | Buy |
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|
2023
Q4 | $491K | Sell |
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|
2023
Q3 | $465K | Buy |
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|
2023
Q2 | $546K | Hold |
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|
2023
Q1 | $603K | Sell |
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|
2022
Q4 | $662K | Buy |
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|
2022
Q3 | $601K | Sell |
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|
2022
Q2 | $655K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $537K | Buy |
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|
2020
Q3 | $490K | Buy |
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|
2020
Q2 | $470K | Sell |
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|
2020
Q1 | $465K | Buy |
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|
2019
Q4 | $494K | Buy |
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