Creative Planning’s ESCO Technologies ESE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.39M | Buy |
17,680
+257
| +1% | +$49.3K | ﹤0.01% | 958 |
|
|
2025
Q1 | $2.77M | Buy |
17,423
+1,900
| +12% | +$302K | ﹤0.01% | 983 |
|
|
2024
Q4 | $2.07M | Buy |
15,523
+2,480
| +19% | +$330K | ﹤0.01% | 1112 |
|
|
2024
Q3 | $1.68M | Buy |
13,043
+4,526
| +53% | +$584K | ﹤0.01% | 1178 |
|
|
2024
Q2 | $895K | Buy |
8,517
+1,582
| +23% | +$166K | ﹤0.01% | 1484 |
|
|
2024
Q1 | $742K | Buy |
6,935
+534
| +8% | +$57.2K | ﹤0.01% | 1549 |
|
|
2023
Q4 | $749K | Buy |
6,401
+1,420
| +29% | +$166K | ﹤0.01% | 1424 |
|
|
2023
Q3 | $520K | Buy |
4,981
+551
| +12% | +$57.5K | ﹤0.01% | 1543 |
|
|
2023
Q2 | $459K | Buy |
4,430
+489
| +12% | +$50.7K | ﹤0.01% | 1599 |
|
|
2023
Q1 | $376K | Buy |
3,941
+1,634
| +71% | +$156K | ﹤0.01% | 1651 |
|
|
2022
Q4 | $202K | Sell |
2,307
-939
| -29% | -$82.2K | ﹤0.01% | 2005 |
|
|
2022
Q3 | $238K | Buy |
+3,246
| New | +$238K | ﹤0.01% | 1780 |
|
|
2017
Q3 | – | Sell |
-1,500
| Closed | -$89K | – | 2375 |
|
|
2017
Q2 | $89K | Hold |
1,500
| – | – | ﹤0.01% | 2052 |
|
|
2017
Q1 | $87K | Hold |
1,500
| – | – | ﹤0.01% | 2029 |
|
|
2016
Q4 | $85K | Hold |
1,500
| – | – | ﹤0.01% | 1959 |
|
|
2016
Q3 | $70K | Hold |
1,500
| – | – | ﹤0.01% | 2088 |
|
|
2016
Q2 | $60K | Hold |
1,500
| – | – | ﹤0.01% | 1999 |
|
|
2016
Q1 | $58K | Sell |
1,500
-1,500
| -50% | -$58K | ﹤0.01% | 1978 |
|
|
2015
Q4 | $108K | Buy |
3,000
+1,500
| +100% | +$54K | ﹤0.01% | 1571 |
|
|
2015
Q3 | $54K | Buy |
+1,500
| New | +$54K | ﹤0.01% | 1974 |
|
|
2015
Q2 | – | Sell |
-1,510
| Closed | -$59K | – | 1606 |
|
|
2015
Q1 | $59K | Hold |
1,510
| – | – | ﹤0.01% | 1893 |
|
|
2014
Q4 | $56K | Sell |
1,510
-37
| -2% | -$1.37K | ﹤0.01% | 1916 |
|
|
2014
Q3 | $54K | Buy |
1,547
+37
| +2% | +$1.29K | ﹤0.01% | 1854 |
|
|
2014
Q2 | $52K | Hold |
1,510
| – | – | ﹤0.01% | 1838 |
|
|
2014
Q1 | $53K | Hold |
1,510
| – | – | ﹤0.01% | 1754 |
|
|
2013
Q4 | $52K | Buy |
1,510
+10
| +0.7% | +$344 | ﹤0.01% | 1582 |
|
|
2013
Q3 | $50K | Hold |
1,500
| – | – | ﹤0.01% | 1503 |
|
|
2013
Q2 | $49K | Buy |
+1,500
| New | +$49K | ﹤0.01% | 1391 |
|