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Concord Wealth Partners’s ESCO Technologies ESE Stock Holding History

Concord Wealth Partners’s Portfolio ESE Stock Details ESE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8
Closed -$1.07K – 855
2024
Q4 		$1.07K Hold
8
– – ﹤0.01% 788
2024
Q3 		$1.03K Buy
+8
New +$943 ﹤0.01% 833
2022
Q1 		– Sell
-4
Closed – – 1312
2021
Q4 		$0 Buy
+4
New +$346 ﹤0.01% 1317

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Concord Wealth Partners's ESE Position: Q1 2025 in Review

Concord Wealth Partners sold out of ESCO Technologies (ESE) in Q1 2025, closing a stake of 8 shares — an estimated $1.07K sold.

Concord Wealth Partners first reported a position in ESE in Q4 2021 and held it in 3 quarters. The position peaked at $1.07K in Q4 2024. 336 funds tracked by Wall St. Rank hold ESE as of Q1 2025.

  • Concord Wealth Partners reported no remaining ESCO Technologies position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 8 ESCO Technologies shares in Q1 2025, an estimated $1.07K.
  • Concord Wealth Partners first reported a position in ESCO Technologies in Q4 2021 and held it in 3 quarters.
  • Concord Wealth Partners's ESCO Technologies position peaked at $1.07K in Q4 2024.
  • 336 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.