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Meridian Wealth Management’s Esquire Financial Holdings ESQ Stock Holding History

Meridian Wealth Management’s Portfolio ESQ Stock Details ESQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$323K Hold
3,000
– – 0.01% 631
2025
Q4 		$306K Hold
3,000
– – 0.01% 610
2025
Q3 		$306K Hold
3,000
– – 0.01% 577
2025
Q2 		$284K Hold
3,000
– – 0.01% 570
2025
Q1 		$226K Hold
3,000
– – 0.01% 578
2024
Q4 		$239K Buy
+3,000
New +$215K 0.01% 566

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WA
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VCM
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CCM
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BCM
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State Street
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AM
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American Century Companies
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Geode Capital Management
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