CCM
Copeland Capital Management’s Esquire Financial Holdings ESQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.2M | Buy |
244,861
+244,252
| +40,107% | +$23.1M | 0.48% | 86 |
|
|
2025
Q1 | $45.9K | Sell |
609
-161
| -21% | -$12.1K | ﹤0.01% | 201 |
|
|
2024
Q4 | $61.2K | Sell |
770
-204
| -21% | -$16.2K | ﹤0.01% | 175 |
|
|
2024
Q3 | $63.5K | Buy |
+974
| New | +$63.5K | ﹤0.01% | 157 |
|
|
2024
Q2 | – | Sell |
-659
| Closed | -$31.3K | – | 180 |
|
|
2024
Q1 | $31.3K | Buy |
659
+8
| +1% | +$380 | ﹤0.01% | 182 |
|
|
2023
Q4 | $32.5K | Hold |
651
| – | – | ﹤0.01% | 168 |
|
|
2023
Q3 | $29.7K | Buy |
+651
| New | +$29.7K | ﹤0.01% | 171 |
|