Wells Fargo’s Esquire Financial Holdings ESQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.52M | Sell |
14,100
-5,341
| -27% | -$572K | ﹤0.01% | 3483 |
|
|
2025
Q4 | $1.98M | Buy |
19,441
+3,422
| +21% | +$347K | ﹤0.01% | 3446 |
|
|
2025
Q3 | $1.63M | Buy |
16,019
+699
| +5% | +$68.9K | ﹤0.01% | 3463 |
|
|
2025
Q2 | $1.45M | Sell |
15,320
-31
| -0.2% | -$2.68K | ﹤0.01% | 3461 |
|
|
2025
Q1 | $1.16M | Buy |
15,351
+76
| +0.5% | +$6.06K | ﹤0.01% | 3564 |
|
|
2024
Q4 | $1.21M | Buy |
15,275
+1,095
| +8% | +$78.6K | ﹤0.01% | 3563 |
|
|
2024
Q3 | $925K | Sell |
14,180
-80
| -0.6% | -$4.62K | ﹤0.01% | 3591 |
|
|
2024
Q2 | $679K | Buy |
14,260
+262
| +2% | +$12.3K | ﹤0.01% | 3722 |
|
|
2024
Q1 | $664K | Buy |
13,998
+300
| +2% | +$14.7K | ﹤0.01% | 3703 |
|
|
2023
Q4 | $684K | Buy |
13,698
+307
| +2% | +$14.4K | ﹤0.01% | 3665 |
|
|
2023
Q3 | $612K | Sell |
13,391
-1,148
| -8% | -$54.5K | ﹤0.01% | 3636 |
|
|
2023
Q2 | $665K | Buy |
14,539
+1,499
| +11% | +$61.4K | ﹤0.01% | 3747 |
|
|
2023
Q1 | $510K | Buy |
13,040
+691
| +6% | +$29.1K | ﹤0.01% | 3833 |
|
|
2022
Q4 | $534K | Sell |
12,349
-121
| -1% | -$5.13K | ﹤0.01% | 3598 |
|
|
2022
Q3 | $468K | Buy |
12,470
+3,241
| +35% | +$121K | ﹤0.01% | 3721 |
|
|
2022
Q2 | $307K | Buy |
9,229
+9,187
| +21,874% | +$323K | ﹤0.01% | 4048 |
|
|
2022
Q1 | $1K | Buy |
42
+1
| +2% | +$34 | ﹤0.01% | 6783 |
|
|
2021
Q4 | $1K | Hold |
41
| – | – | ﹤0.01% | 6997 |
|
|
2021
Q3 | $1K | Sell |
41
-2
| -5% | -$51 | ﹤0.01% | 6693 |
|
|
2021
Q2 | $1K | Sell |
43
-10,508
| -100% | -$249K | ﹤0.01% | 6652 |
|
|
2021
Q1 | $241K | Sell |
10,551
-12,318
| -54% | -$283K | ﹤0.01% | 5076 |
|
|
2020
Q4 | $439K | Sell |
22,869
-5,871
| -20% | -$105K | ﹤0.01% | 4608 |
|
|
2020
Q3 | $431K | Buy |
28,740
+6,120
| +27% | +$97.8K | ﹤0.01% | 4458 |
|
|
2020
Q2 | $382K | Buy |
22,620
+731
| +3% | +$11.6K | ﹤0.01% | 4510 |
|
|
2020
Q1 | $329K | Buy |
21,889
+10,860
| +98% | +$238K | ﹤0.01% | 4355 |
|
|
2019
Q4 | $288K | Buy |
11,029
+1,402
| +15% | +$34.3K | ﹤0.01% | 4750 |
|
|
2019
Q3 | $238K | Sell |
9,627
-40
| -0.4% | -$956 | ﹤0.01% | 4857 |
|
|
2019
Q2 | $244K | Buy |
9,667
+601
| +7% | +$14.2K | ﹤0.01% | 4856 |
|
|
2019
Q1 | $207K | Sell |
9,066
-9
| -0.1% | -$202 | ﹤0.01% | 4803 |
|
|
2018
Q4 | $197K | Buy |
9,075
+3,247
| +56% | +$77K | ﹤0.01% | 4913 |
|
|
2018
Q3 | $145K | Buy |
5,828
+224
| +4% | +$5.72K | ﹤0.01% | 5183 |
|
|
2018
Q2 | $148K | Buy |
+5,604
| New | +$140K | ﹤0.01% | 5187 |
|
Other funds holding ESQ
WA
VCM
CCM
BCM
AM
