Mount Yale Investment Advisors’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 | $378K | Sell |
1,968
-315
| -14% | -$60.4K | 0.03% | 402 |
|
|
2025
Q1 | $363K | Sell |
2,283
-373
| -14% | -$59.4K | 0.03% | 389 |
|
|
2024
Q4 | $354K | Buy |
2,656
+10
| +0.4% | +$1.33K | 0.03% | 403 |
|
|
2024
Q3 | $341K | Sell |
2,646
-19
| -0.7% | -$2.45K | 0.03% | 399 |
|
|
2024
Q2 | $280K | Sell |
2,665
-21
| -0.8% | -$2.21K | 0.02% | 452 |
|
|
2024
Q1 | $288K | Buy |
2,686
+396
| +17% | +$42.4K | 0.02% | 460 |
|
|
2023
Q4 | $268K | Buy |
2,290
+324
| +16% | +$37.9K | 0.03% | 438 |
|
|
2023
Q3 | $205K | Sell |
1,966
-399
| -17% | -$41.7K | 0.02% | 470 |
|
|
2023
Q2 | $245K | Sell |
2,365
-609
| -20% | -$63.1K | 0.03% | 429 |
|
|
2023
Q1 | $284K | Buy |
2,974
+275
| +10% | +$26.3K | 0.03% | 395 |
|
|
2022
Q4 | $236K | Sell |
2,699
-937
| -26% | -$82K | 0.03% | 405 |
|
|
2022
Q3 | $267K | Sell |
3,636
-39
| -1% | -$2.86K | 0.04% | 361 |
|
|
2022
Q2 | $251K | Buy |
3,675
+770
| +27% | +$52.6K | 0.03% | 399 |
|
|
2022
Q1 | $203K | Sell |
2,905
-16
| -0.5% | -$1.12K | 0.02% | 452 |
|
|
2021
Q4 | $263K | Buy |
+2,921
| New | +$263K | 0.03% | 393 |
|