Laird Norton Wetherby Wealth Management’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $760K | Buy |
+11,951
| New | +$760K | 0.03% | 440 |
|
|
2024
Q4 | $575K | Buy |
10,016
+795
| +9% | +$45.7K | 0.03% | 485 |
|
|
2024
Q3 | $627K | Buy |
9,221
+74
| +0.8% | +$5.04K | 0.03% | 493 |
|
|
2024
Q2 | $519K | Sell |
9,147
-980
| -10% | -$55.6K | 0.02% | 525 |
|
|
2024
Q1 | $605K | Sell |
10,127
-1,932
| -16% | -$115K | 0.03% | 501 |
|
|
2023
Q4 | $744K | Buy |
12,059
+2,547
| +27% | +$157K | 0.04% | 419 |
|
|
2023
Q3 | $553K | Buy |
9,512
+1,705
| +22% | +$99.1K | 0.03% | 485 |
|
|
2023
Q2 | $554K | Sell |
7,807
-4,266
| -35% | -$303K | 0.03% | 503 |
|
|
2023
Q1 | $945K | Buy |
12,073
+960
| +9% | +$75.1K | 0.06% | 348 |
|
|
2022
Q4 | $932K | Buy |
11,113
+2,213
| +25% | +$186K | 0.06% | 344 |
|
|
2022
Q3 | $694K | Buy |
8,900
+1,389
| +18% | +$108K | 0.05% | 380 |
|
|
2022
Q2 | $634K | Buy |
7,511
+1,278
| +21% | +$108K | 0.04% | 415 |
|
|
2022
Q1 | $550K | Sell |
6,233
-478
| -7% | -$42.2K | 0.03% | 494 |
|
|
2021
Q4 | $611K | Buy |
6,711
+180
| +3% | +$16.4K | 0.03% | 449 |
|
|
2021
Q3 | $534K | Sell |
6,531
-349
| -5% | -$28.5K | 0.03% | 479 |
|
|
2021
Q2 | $552K | Sell |
6,880
-1,000
| -13% | -$80.2K | 0.03% | 473 |
|
|
2021
Q1 | $682K | Sell |
7,880
-1,286
| -14% | -$111K | 0.05% | 351 |
|
|
2020
Q4 | $793K | Buy |
9,166
+938
| +11% | +$81.2K | 0.05% | 328 |
|
|
2020
Q3 | $688K | Sell |
8,228
-1,159
| -12% | -$96.9K | 0.06% | 306 |
|
|
2020
Q2 | $782K | Buy |
9,387
+793
| +9% | +$66.1K | 0.07% | 258 |
|
|
2020
Q1 | $672K | Sell |
8,594
-39
| -0.5% | -$3.05K | 0.08% | 252 |
|
|
2019
Q4 | $734K | Sell |
8,633
-153
| -2% | -$13K | 0.07% | 293 |
|
|
2019
Q3 | $751K | Buy |
8,786
+137
| +2% | +$11.7K | 0.08% | 280 |
|
|
2019
Q2 | $655K | Buy |
8,649
+255
| +3% | +$19.3K | 0.07% | 304 |
|
|
2019
Q1 | $596K | Buy |
8,394
+500
| +6% | +$35.5K | 0.07% | 320 |
|
|
2018
Q4 | $513K | Buy |
7,894
+125
| +2% | +$8.12K | 0.07% | 319 |
|
|
2018
Q3 | $477K | Sell |
7,769
-13
| -0.2% | -$798 | 0.06% | 376 |
|
|
2018
Q2 | $456K | Sell |
7,782
-219
| -3% | -$12.8K | 0.06% | 362 |
|
|
2018
Q1 | $471K | Sell |
8,001
-60
| -0.7% | -$3.53K | 0.07% | 357 |
|
|
2017
Q4 | $509K | Buy |
8,061
+294
| +4% | +$18.6K | 0.07% | 341 |
|
|
2017
Q3 | $469K | Buy |
7,767
+148
| +2% | +$8.94K | 0.07% | 347 |
|
|
2017
Q2 | $463K | Buy |
7,619
+110
| +1% | +$6.69K | 0.08% | 316 |
|
|
2017
Q1 | $441K | Buy |
7,509
+112
| +2% | +$6.58K | 0.08% | 320 |
|
|
2016
Q4 | $409K | Buy |
7,397
+507
| +7% | +$28K | 0.08% | 317 |
|
|
2016
Q3 | $373K | Sell |
6,890
-214
| -3% | -$11.6K | 0.08% | 319 |
|
|
2016
Q2 | $426K | Sell |
7,104
-710
| -9% | -$42.6K | 0.09% | 263 |
|
|
2016
Q1 | $456K | Buy |
7,814
+96
| +1% | +$5.6K | 0.11% | 229 |
|
|
2015
Q4 | $394K | Buy |
7,718
+1,779
| +30% | +$90.8K | 0.09% | 249 |
|
|
2015
Q3 | $301K | Buy |
5,939
+198
| +3% | +$10K | 0.08% | 312 |
|
|
2015
Q2 | $261K | Buy |
5,741
+811
| +16% | +$36.9K | 0.06% | 362 |
|
|
2015
Q1 | $249K | Buy |
4,930
+200
| +4% | +$10.1K | 0.06% | 370 |
|
|
2014
Q4 | $253K | Buy |
+4,730
| New | +$253K | 0.06% | 355 |
|