GWM
Guardian Wealth Management’s Esquire Financial Holdings ESQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,490
| Closed | -$112K | – | 111 |
|
|
2025
Q1 | $112K | Buy |
1,490
+3
| +0.2% | +$226 | 0.08% | 77 |
|
|
2024
Q4 | $118K | Buy |
1,487
+3
| +0.2% | +$238 | 0.08% | 79 |
|
|
2024
Q3 | $96.8K | Buy |
1,484
+4
| +0.3% | +$261 | 0.07% | 87 |
|
|
2024
Q2 | $70.5K | Buy |
1,480
+5
| +0.3% | +$238 | 0.05% | 97 |
|
|
2024
Q1 | $70K | Buy |
1,475
+4
| +0.3% | +$190 | 0.05% | 100 |
|
|
2023
Q4 | $73.5K | Sell |
1,471
-299
| -17% | -$14.9K | 0.06% | 98 |
|
|
2023
Q3 | $80.9K | Sell |
1,770
-401
| -18% | -$18.3K | 0.08% | 91 |
|
|
2023
Q2 | $99.3K | Buy |
2,171
+7
| +0.3% | +$320 | 0.09% | 87 |
|
|
2023
Q1 | $84.6K | Sell |
2,164
-174
| -7% | -$6.8K | 0.08% | 89 |
|
|
2022
Q4 | $101K | Buy |
2,338
+5
| +0.2% | +$216 | 0.1% | 89 |
|
|
2022
Q3 | $88K | Sell |
2,333
-766
| -25% | -$28.9K | 0.1% | 84 |
|
|
2022
Q2 | $103K | Sell |
3,099
-1,243
| -29% | -$41.3K | 0.11% | 83 |
|
|
2022
Q1 | $146K | Hold |
4,342
| – | – | 0.15% | 85 |
|
|
2021
Q4 | $137K | Buy |
+4,342
| New | +$137K | 0.13% | 77 |
|