Welch & Forbes’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 | $457K | Sell |
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|
2025
Q2 | $439K | Sell |
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|
2025
Q1 | $445K | Sell |
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|
2024
Q4 | $448K | Hold |
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|
2024
Q3 | $531K | Sell |
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|
2024
Q2 | $473K | Sell |
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|
2024
Q1 | $557K | Sell |
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|
2023
Q4 | $667K | Sell |
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|
2023
Q3 | $633K | Sell |
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|
2023
Q2 | $1.09M | Sell |
|
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|
2023
Q1 | $1.26M | Sell |
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|
2022
Q4 | $1.51M | Sell |
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|
2022
Q3 | $1.43M | Hold |
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|
2022
Q2 | $1.55M | Sell |
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|
2022
Q1 | $1.64M | Sell |
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|
2021
Q4 | $1.84M | Hold |
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|
2021
Q3 | $1.65M | Buy |
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|
2021
Q2 | $1.48M | Buy |
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|
2021
Q1 | $1.37M | Buy |
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|
2020
Q4 | $1.37M | Buy |
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|
2020
Q3 | $1.16M | Buy |
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|
2020
Q2 | $905K | Buy |
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|
2020
Q1 | $825K | Hold |
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|
2019
Q4 | $897K | Sell |
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|
2019
Q3 | $930K | Buy |
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|
2019
Q2 | $671K | Sell |
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|
2019
Q1 | $681K | Sell |
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|
2018
Q4 | $636K | Buy |
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|
2018
Q3 | $420K | Hold |
|
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|
2018
Q2 | $400K | Hold |
|
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|
2018
Q1 | $402K | Hold |
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|
2017
Q4 | $432K | Buy |
|
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|
2017
Q3 | $408K | Hold |
|
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|
2017
Q2 | $410K | Hold |
|
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|
2017
Q1 | $397K | Hold |
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|
2016
Q4 | $373K | Hold |
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|
2016
Q3 | $366K | Hold |
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|
2016
Q2 | $405K | Hold |
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|
2016
Q1 | $394K | Sell |
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|
2015
Q4 | $347K | Buy |
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|
2015
Q3 | $342K | Hold |
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|
2015
Q2 | $307K | Hold |
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|
2015
Q1 | $341K | Hold |
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|
2014
Q4 | $362K | Hold |
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|
2014
Q3 | $299K | Sell |
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|
2014
Q2 | $324K | Hold |
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|
2014
Q1 | $312K | Hold |
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|
2013
Q4 | $290K | Hold |
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|
2013
Q3 | $283K | Sell |
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|
2013
Q2 | $308K | Buy |
|