Secure Asset Management’s Espey Mfg & Electronics Corp ESP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,195
| Closed | -$249K | – | 317 |
|
|
2025
Q1 | $249K | Buy |
9,195
+2,528
| +38% | +$68.6K | 0.05% | 251 |
|
|
2024
Q4 | $201K | Sell |
6,667
-597
| -8% | -$18K | 0.03% | 308 |
|
|
2024
Q3 | $219K | Buy |
+7,264
| New | +$219K | 0.04% | 282 |
|
|
2024
Q2 | – | Sell |
-9,264
| Closed | -$234K | – | 285 |
|
|
2024
Q1 | $234K | Sell |
9,264
-3,009
| -25% | -$76K | 0.06% | 211 |
|
|
2023
Q4 | $229K | Buy |
12,273
+412
| +3% | +$7.7K | 0.06% | 207 |
|
|
2023
Q3 | $192K | Buy |
+11,861
| New | +$192K | 0.06% | 210 |
|
|
2023
Q2 | – | Sell |
-10,670
| Closed | -$216K | – | 189 |
|
|
2023
Q1 | $216K | Sell |
10,670
-1,200
| -10% | -$24.3K | 0.07% | 173 |
|
|
2022
Q4 | $169K | Buy |
11,870
+1,270
| +12% | +$18K | 0.06% | 193 |
|
|
2022
Q3 | $146K | Buy |
+10,600
| New | +$146K | 0.08% | 153 |
|
|
2022
Q2 | – | Sell |
-48,900
| Closed | -$680K | – | 179 |
|
|
2022
Q1 | $680K | Buy |
48,900
+3,620
| +8% | +$50.3K | 0.31% | 65 |
|
|
2021
Q4 | $643K | Buy |
45,280
+6,645
| +17% | +$94.4K | 0.26% | 65 |
|
|
2021
Q3 | $562K | Sell |
38,635
-374
| -1% | -$5.44K | 0.28% | 64 |
|
|
2021
Q2 | $578K | Sell |
39,009
-944
| -2% | -$14K | 0.29% | 62 |
|
|
2021
Q1 | $607K | Buy |
39,953
+370
| +0.9% | +$5.62K | 0.34% | 61 |
|
|
2020
Q4 | $749K | Sell |
39,583
-22
| -0.1% | -$416 | 0.44% | 50 |
|
|
2020
Q3 | $752K | Sell |
39,605
-3,060
| -7% | -$58.1K | 0.52% | 45 |
|
|
2020
Q2 | $739K | Sell |
42,665
-6,662
| -14% | -$115K | 0.52% | 47 |
|
|
2020
Q1 | $894K | Buy |
49,327
+8,966
| +22% | +$162K | 0.96% | 27 |
|
|
2019
Q4 | $872K | Buy |
+40,361
| New | +$872K | 0.61% | 43 |
|