West Branch Capital’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 | $30.4K | Hold |
478
| – | – | 0.01% | 174 |
|
|
2025
Q1 | $29.7K | Hold |
478
| – | – | 0.01% | 186 |
|
|
2024
Q4 | $27.5K | Sell |
478
-1
| -0.2% | -$57 | 0.01% | 197 |
|
|
2024
Q3 | $32.6K | Buy |
479
+1
| +0.2% | +$68 | 0.01% | 185 |
|
|
2024
Q2 | $27.1K | Hold |
478
| – | – | 0.01% | 202 |
|
|
2024
Q1 | $28.6K | Sell |
478
-1,269
| -73% | -$75.9K | 0.01% | 200 |
|
|
2023
Q4 | $108K | Buy |
1,747
+220
| +14% | +$13.6K | 0.05% | 112 |
|
|
2023
Q3 | $88.8K | Hold |
1,527
| – | – | 0.05% | 120 |
|
|
2023
Q2 | $108K | Hold |
1,527
| – | – | 0.05% | 111 |
|
|
2023
Q1 | $120K | Hold |
1,527
| – | – | 0.07% | 105 |
|
|
2022
Q4 | $128K | Hold |
1,527
| – | – | 0.08% | 100 |
|
|
2022
Q3 | $119K | Hold |
1,527
| – | – | 0.07% | 103 |
|
|
2022
Q2 | $129K | Hold |
1,527
| – | – | 0.07% | 98 |
|
|
2022
Q1 | $135K | Sell |
1,527
-101
| -6% | -$8.93K | 0.06% | 103 |
|
|
2021
Q4 | $148K | Hold |
1,628
| – | – | 0.06% | 111 |
|
|
2021
Q3 | $133K | Hold |
1,628
| – | – | 0.06% | 109 |
|
|
2021
Q2 | $131K | Buy |
+1,628
| New | +$131K | 0.06% | 115 |
|