Carson Wealth (CWM LLC)’s ESCO Technologies ESE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109K | Buy |
566
+164
| +41% | +$31.6K | ﹤0.01% | 2630 |
|
|
2025
Q1 | $64K | Buy |
402
+98
| +32% | +$15.6K | ﹤0.01% | 2761 |
|
|
2024
Q4 | $40K | Buy |
304
+46
| +18% | +$6.05K | ﹤0.01% | 2956 |
|
|
2024
Q3 | $33K | Buy |
258
+50
| +24% | +$6.4K | ﹤0.01% | 3018 |
|
|
2024
Q2 | $22K | Buy |
208
+14
| +7% | +$1.48K | ﹤0.01% | 3044 |
|
|
2024
Q1 | $21K | Sell |
194
-26
| -12% | -$2.81K | ﹤0.01% | 2863 |
|
|
2023
Q4 | $26K | Sell |
220
-36
| -14% | -$4.26K | ﹤0.01% | 2591 |
|
|
2023
Q3 | $27K | Buy |
256
+12
| +5% | +$1.27K | ﹤0.01% | 2475 |
|
|
2023
Q2 | $25K | Buy |
244
+17
| +7% | +$1.74K | ﹤0.01% | 2476 |
|
|
2023
Q1 | $22K | Buy |
227
+40
| +21% | +$3.88K | ﹤0.01% | 2427 |
|
|
2022
Q4 | $16K | Sell |
187
-16
| -8% | -$1.37K | ﹤0.01% | 2504 |
|
|
2022
Q3 | $15K | Buy |
203
+89
| +78% | +$6.58K | ﹤0.01% | 2414 |
|
|
2022
Q2 | $8K | Buy |
+114
| New | +$8K | ﹤0.01% | 2693 |
|
|
2022
Q1 | – | Sell |
-58
| Closed | -$5K | – | 3595 |
|
|
2021
Q4 | $5K | Buy |
+58
| New | +$5K | ﹤0.01% | 2704 |
|