GeoWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $961K | Buy |
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|
2025
Q2 | $612K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $81.6K | Buy |
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|
2024
Q3 | $89.2K | Buy |
|
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $18K | Buy |
|
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|
2023
Q2 | $15K | Sell |
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|
2023
Q1 | $17K | Buy |
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|
2022
Q4 | $18K | Sell |
|
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|
2022
Q3 | $20K | Buy |
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|
2022
Q2 | $18K | Buy |
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|
2022
Q1 | $16K | Buy |
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|
2021
Q4 | $16K | Sell |
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|
2021
Q3 | $14K | Sell |
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|
2021
Q2 | $44K | Buy |
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