EFS
Essex Financial Services’s Campbell Soup CPB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,467
| Closed | -$218K | – | 691 |
|
|
2025
Q1 | $218K | Buy |
5,467
+145
| +3% | +$5.79K | 0.02% | 582 |
|
|
2024
Q4 | $223K | Sell |
5,322
-1,021
| -16% | -$42.8K | 0.02% | 574 |
|
|
2024
Q3 | $300K | Sell |
6,343
-1,079
| -15% | -$51.1K | 0.02% | 499 |
|
|
2024
Q2 | $363K | Buy |
7,422
+1,815
| +32% | +$88.8K | 0.03% | 438 |
|
|
2024
Q1 | $249K | Buy |
5,607
+292
| +5% | +$13K | 0.02% | 458 |
|
|
2023
Q4 | $230K | Sell |
5,315
-12
| -0.2% | -$519 | 0.02% | 453 |
|
|
2023
Q3 | $219K | Buy |
5,327
+3
| +0.1% | +$123 | 0.03% | 430 |
|
|
2023
Q2 | $243K | Buy |
5,324
+9
| +0.2% | +$411 | 0.03% | 406 |
|
|
2023
Q1 | $292K | Sell |
5,315
-10
| -0.2% | -$550 | 0.03% | 386 |
|
|
2022
Q4 | $302K | Buy |
5,325
+110
| +2% | +$6.24K | 0.03% | 358 |
|
|
2022
Q3 | $246K | Hold |
5,215
| – | – | 0.03% | 383 |
|
|
2022
Q2 | $251K | Hold |
5,215
| – | – | 0.03% | 405 |
|
|
2022
Q1 | $232K | Hold |
5,215
| – | – | 0.02% | 434 |
|
|
2021
Q4 | $227K | Hold |
5,215
| – | – | 0.02% | 442 |
|
|
2021
Q3 | $218K | Hold |
5,215
| – | – | 0.02% | 423 |
|
|
2021
Q2 | $262K | Hold |
5,215
| – | – | 0.04% | 354 |
|
|
2021
Q1 | $262K | Hold |
5,215
| – | – | 0.05% | 288 |
|
|
2020
Q4 | $252K | Hold |
5,215
| – | – | 0.05% | 269 |
|
|
2020
Q3 | $252K | Hold |
5,215
| – | – | 0.06% | 235 |
|
|
2020
Q2 | $259K | Hold |
5,215
| – | – | 0.08% | 208 |
|
|
2020
Q1 | $241K | Hold |
5,215
| – | – | 0.09% | 207 |
|
|
2019
Q4 | $258K | Buy |
+5,215
| New | +$258K | 0.07% | 228 |
|