GeoWealth Management’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $612K | Buy |
+9,617
| New | +$612K | 0.02% | 357 |
|
|
2025
Q1 | – | Sell |
-1,420
| Closed | -$81.6K | – | 1282 |
|
|
2024
Q4 | $81.6K | Buy |
1,420
+109
| +8% | +$6.26K | ﹤0.01% | 1022 |
|
|
2024
Q3 | $89.2K | Buy |
+1,311
| New | +$89.2K | ﹤0.01% | 916 |
|
|
2023
Q4 | – | Sell |
-317
| Closed | -$18K | – | 682 |
|
|
2023
Q3 | $18K | Buy |
317
+94
| +42% | +$5.34K | ﹤0.01% | 438 |
|
|
2023
Q2 | $15K | Sell |
223
-6
| -3% | -$404 | ﹤0.01% | 392 |
|
|
2023
Q1 | $17K | Buy |
229
+8
| +4% | +$594 | ﹤0.01% | 327 |
|
|
2022
Q4 | $18K | Sell |
221
-46
| -17% | -$3.75K | ﹤0.01% | 323 |
|
|
2022
Q3 | $20K | Buy |
267
+42
| +19% | +$3.15K | ﹤0.01% | 313 |
|
|
2022
Q2 | $18K | Buy |
225
+41
| +22% | +$3.28K | ﹤0.01% | 307 |
|
|
2022
Q1 | $16K | Buy |
184
+9
| +5% | +$783 | ﹤0.01% | 377 |
|
|
2021
Q4 | $16K | Sell |
175
-1
| -0.6% | -$91 | ﹤0.01% | 362 |
|
|
2021
Q3 | $14K | Sell |
176
-376
| -68% | -$29.9K | ﹤0.01% | 382 |
|
|
2021
Q2 | $44K | Buy |
+552
| New | +$44K | 0.01% | 259 |
|