Whittier Trust’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 | $267K | Buy |
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|
2025
Q2 | $232K | Hold |
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|
2025
Q1 | $226K | Sell |
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|
2024
Q4 | $444K | Buy |
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|
2024
Q3 | $509K | Sell |
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|
2024
Q2 | $430K | Sell |
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|
2024
Q1 | $460K | Buy |
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|
2023
Q4 | $473K | Sell |
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|
2023
Q3 | $516K | Buy |
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|
2023
Q2 | $625K | Buy |
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|
2023
Q1 | $689K | Sell |
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|
2022
Q4 | $815K | Buy |
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|
2022
Q3 | $665K | Buy |
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|
2022
Q2 | $717K | Buy |
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|
2022
Q1 | $730K | Buy |
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|
2021
Q4 | $748K | Buy |
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|
2021
Q3 | $565K | Buy |
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|
2021
Q2 | $504K | Buy |
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|
2021
Q1 | $519K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $405K | Buy |
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|
2020
Q2 | $397K | Sell |
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|
2020
Q1 | $541K | Buy |
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|
2019
Q4 | $220K | Buy |
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|
2019
Q3 | $202K | Hold |
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|
2019
Q2 | $179K | Sell |
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|
2019
Q1 | $168K | Buy |
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|
2018
Q4 | $153K | Hold |
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|
2018
Q3 | $145K | Hold |
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|
2018
Q2 | $138K | Hold |
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|
2018
Q1 | $139K | Hold |
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|
2017
Q4 | $149K | Buy |
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|
2017
Q3 | $73K | Hold |
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|
2017
Q2 | $73K | Hold |
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|
2017
Q1 | $71K | Hold |
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|
2016
Q4 | $66K | Sell |
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|
2016
Q3 | $112K | Hold |
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|
2016
Q2 | $123K | Hold |
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|
2016
Q1 | $120K | Buy |
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|
2015
Q4 | $71K | Hold |
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|
2015
Q3 | $71K | Sell |
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|
2015
Q2 | $86K | Buy |
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|
2015
Q1 | $10K | Hold |
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|
2014
Q4 | $11K | Hold |
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|
2014
Q3 | $9K | Hold |
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|
2014
Q2 | $9K | Hold |
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|
2014
Q1 | $9K | Hold |
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|
2013
Q4 | $8K | Hold |
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|
2013
Q3 | $8K | Hold |
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|
2013
Q2 | $8K | Buy |
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