Heritage Family Offices’s ESCO Technologies ESE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$326K Hold
2,096
0.16% 117
2025
Q1
$334K Buy
2,096
+138
+7% +$22K 0.17% 115
2024
Q4
$261K Buy
1,958
+126
+7% +$16.8K 0.13% 146
2024
Q3
$236K Buy
+1,832
New +$236K 0.12% 158