Carson Wealth (CWM LLC)’s Esquire Financial Holdings ESQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11K | Sell |
115
-1
| -0.9% | -$96 | ﹤0.01% | 4227 |
|
|
2025
Q1 | $9K | Buy |
116
+3
| +3% | +$233 | ﹤0.01% | 4146 |
|
|
2024
Q4 | $9K | Buy |
113
+27
| +31% | +$2.15K | ﹤0.01% | 3917 |
|
|
2024
Q3 | $6K | Buy |
86
+49
| +132% | +$3.42K | ﹤0.01% | 3996 |
|
|
2024
Q2 | $2K | Buy |
37
+35
| +1,750% | +$1.89K | ﹤0.01% | 4192 |
|
|
2024
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 4424 |
|