EFS
Essex Financial Services’s HP HPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Sell |
12,424
-1,095
| -8% | -$26.8K | 0.02% | 545 |
|
|
2025
Q1 | $374K | Buy |
13,519
+561
| +4% | +$15.5K | 0.03% | 446 |
|
|
2024
Q4 | $423K | Buy |
12,958
+961
| +8% | +$31.4K | 0.03% | 414 |
|
|
2024
Q3 | $435K | Buy |
11,997
+415
| +4% | +$15K | 0.03% | 409 |
|
|
2024
Q2 | $382K | Buy |
11,582
+1,705
| +17% | +$56.3K | 0.03% | 429 |
|
|
2024
Q1 | $298K | Buy |
9,877
+223
| +2% | +$6.74K | 0.03% | 426 |
|
|
2023
Q4 | $291K | Buy |
9,654
+121
| +1% | +$3.64K | 0.03% | 397 |
|
|
2023
Q3 | $245K | Buy |
9,533
+51
| +0.5% | +$1.31K | 0.03% | 406 |
|
|
2023
Q2 | $291K | Buy |
9,482
+887
| +10% | +$27.2K | 0.03% | 376 |
|
|
2023
Q1 | $252K | Sell |
8,595
-72
| -0.8% | -$2.11K | 0.03% | 415 |
|
|
2022
Q4 | $232K | Buy |
8,667
+45
| +0.5% | +$1.21K | 0.02% | 430 |
|
|
2022
Q3 | $215K | Sell |
8,622
-148
| -2% | -$3.69K | 0.03% | 423 |
|
|
2022
Q2 | $287K | Sell |
8,770
-518
| -6% | -$17K | 0.03% | 360 |
|
|
2022
Q1 | $337K | Buy |
9,288
+62
| +0.7% | +$2.25K | 0.03% | 345 |
|
|
2021
Q4 | $348K | Buy |
9,226
+36
| +0.4% | +$1.36K | 0.03% | 340 |
|
|
2021
Q3 | $251K | Buy |
9,190
+166
| +2% | +$4.53K | 0.03% | 389 |
|
|
2021
Q2 | $287K | Hold |
9,024
| – | – | 0.04% | 334 |
|
|
2021
Q1 | $287K | Buy |
+9,024
| New | +$287K | 0.05% | 273 |
|