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GeoWealth Management’s Esquire Financial Holdings ESQ Stock Holding History

GeoWealth Management’s Portfolio ESQ Stock Details ESQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,775
Closed -$221K – 1284
2024
Q4 		$221K Buy
2,775
+2,745
+9,150% +$218K 0.01% 730
2024
Q3 		$1.96K Buy
+30
New +$1.96K ﹤0.01% 1559