Venturi Wealth 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 | $268K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $33.8K | Buy |
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|
2024
Q3 | $19.6K | Buy |
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|
2024
Q2 | $8.17K | Sell |
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|
2024
Q1 | $8.73K | Buy |
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|
2023
Q4 | $8.33K | Buy |
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|
2023
Q3 | $2.5K | Hold |
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|
2023
Q2 | $3.05K | Hold |
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|
2023
Q1 | $3.37K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $309K | Sell |
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|
2019
Q4 | $412K | Sell |
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|
2019
Q3 | $430K | Sell |
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|
2019
Q2 | $387K | Sell |
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|
2019
Q1 | $386K | Sell |
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|
2018
Q4 | $379K | Buy |
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