ESB
Essex Savings Bank’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Sell |
4,749
-130
| -3% | -$35.4K | 0.31% | 74 |
|
|
2025
Q1 | $1.31M | Buy |
4,879
+304
| +7% | +$81.6K | 0.32% | 70 |
|
|
2024
Q4 | $1.53M | Buy |
4,575
+24
| +0.5% | +$8.02K | 0.38% | 60 |
|
|
2024
Q3 | $1.25M | Buy |
4,551
+225
| +5% | +$61.6K | 0.31% | 74 |
|
|
2024
Q2 | $1.11M | Sell |
4,326
-156
| -3% | -$40.1K | 0.3% | 82 |
|
|
2024
Q1 | $1.18M | Hold |
4,482
| – | – | 0.34% | 72 |
|
|
2023
Q4 | $1.18M | Buy |
4,482
+445
| +11% | +$117K | 0.34% | 72 |
|
|
2023
Q3 | $819K | Sell |
4,037
-289
| -7% | -$58.6K | 0.28% | 82 |
|
|
2023
Q2 | $914K | Sell |
4,326
-547
| -11% | -$116K | 0.31% | 78 |
|
|
2023
Q1 | $974K | Buy |
4,873
+218
| +5% | +$43.6K | 0.34% | 73 |
|
|
2022
Q4 | $617K | Buy |
4,655
+403
| +9% | +$53.4K | 0.22% | 94 |
|
|
2022
Q3 | $611K | Buy |
4,252
+8
| +0.2% | +$1.15K | 0.24% | 92 |
|
|
2022
Q2 | $700K | Sell |
4,244
-693
| -14% | -$114K | 0.27% | 85 |
|
|
2022
Q1 | $1.05M | Buy |
4,937
+811
| +20% | +$172K | 0.35% | 72 |
|
|
2021
Q4 | $1.05M | Buy |
4,126
+140
| +4% | +$35.6K | 0.36% | 73 |
|
|
2021
Q3 | $1.06M | Buy |
3,986
+97
| +2% | +$25.7K | 0.38% | 71 |
|
|
2021
Q2 | $926K | Buy |
3,889
+125
| +3% | +$29.8K | 0.36% | 77 |
|
|
2021
Q1 | $815K | Buy |
3,764
+5
| +0.1% | +$1.08K | 0.36% | 75 |
|
|
2020
Q4 | $836K | Buy |
3,759
+273
| +8% | +$60.7K | 0.37% | 73 |
|
|
2020
Q3 | $876K | Buy |
3,486
+1,569
| +82% | +$394K | 0.43% | 61 |
|
|
2020
Q2 | $359K | Buy |
1,917
+251
| +15% | +$47K | 0.21% | 107 |
|
|
2020
Q1 | $240K | Buy |
1,666
+81
| +5% | +$11.7K | 0.17% | 129 |
|
|
2019
Q4 | $258K | Sell |
1,585
-45
| -3% | -$7.33K | 0.13% | 150 |
|
|
2019
Q3 | $242K | Sell |
1,630
-162
| -9% | -$24.1K | 0.13% | 153 |
|
|
2019
Q2 | $272K | Buy |
1,792
+1,387
| +342% | +$211K | 0.1% | 184 |
|
|
2019
Q1 | $64K | Buy |
405
+250
| +161% | +$39.5K | 0.04% | 265 |
|
|
2018
Q4 | $21K | Buy |
+155
| New | +$21K | 0.01% | 399 |
|