Wells Fargo’s Esquire Financial Holdings ESQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.45M | Sell |
15,320
-31
| -0.2% | -$2.93K | ﹤0.01% | 3140 |
|
2025
Q1 | $1.16M | Buy |
15,351
+76
| +0.5% | +$5.73K | ﹤0.01% | 3181 |
|
2024
Q4 | $1.21M | Buy |
15,275
+1,095
| +8% | +$87.1K | ﹤0.01% | 3139 |
|
2024
Q3 | $925K | Sell |
14,180
-80
| -0.6% | -$5.22K | ﹤0.01% | 3250 |
|
2024
Q2 | $679K | Buy |
14,260
+262
| +2% | +$12.5K | ﹤0.01% | 3395 |
|
2024
Q1 | $664K | Buy |
13,998
+300
| +2% | +$14.2K | ﹤0.01% | 3372 |
|
2023
Q4 | $684K | Buy |
13,698
+307
| +2% | +$15.3K | ﹤0.01% | 3328 |
|
2023
Q3 | $612K | Sell |
13,391
-1,148
| -8% | -$52.5K | ﹤0.01% | 3370 |
|
2023
Q2 | $665K | Buy |
14,539
+1,499
| +11% | +$68.6K | ﹤0.01% | 3548 |
|
2023
Q1 | $510K | Buy |
13,040
+691
| +6% | +$27K | ﹤0.01% | 3594 |
|
2022
Q4 | $534K | Sell |
12,349
-121
| -1% | -$5.23K | ﹤0.01% | 3377 |
|
2022
Q3 | $468K | Buy |
12,470
+3,241
| +35% | +$122K | ﹤0.01% | 3483 |
|
2022
Q2 | $307K | Buy |
9,229
+9,187
| +21,874% | +$306K | ﹤0.01% | 3813 |
|
2022
Q1 | $1K | Buy |
42
+1
| +2% | +$24 | ﹤0.01% | 6426 |
|
2021
Q4 | $1K | Hold |
41
| – | – | ﹤0.01% | 6436 |
|
2021
Q3 | $1K | Sell |
41
-2
| -5% | -$49 | ﹤0.01% | 6358 |
|
2021
Q2 | $1K | Sell |
43
-10,508
| -100% | -$244K | ﹤0.01% | 6310 |
|
2021
Q1 | $241K | Sell |
10,551
-12,318
| -54% | -$281K | ﹤0.01% | 4760 |
|
2020
Q4 | $439K | Sell |
22,869
-5,871
| -20% | -$113K | ﹤0.01% | 4520 |
|
2020
Q3 | $431K | Buy |
28,740
+6,120
| +27% | +$91.8K | ﹤0.01% | 4341 |
|
2020
Q2 | $382K | Buy |
22,620
+731
| +3% | +$12.3K | ﹤0.01% | 4380 |
|
2020
Q1 | $329K | Buy |
21,889
+10,860
| +98% | +$163K | ﹤0.01% | 4219 |
|
2019
Q4 | $288K | Buy |
11,029
+1,402
| +15% | +$36.6K | ﹤0.01% | 4615 |
|
2019
Q3 | $238K | Sell |
9,627
-40
| -0.4% | -$989 | ﹤0.01% | 4687 |
|
2019
Q2 | $244K | Buy |
9,667
+601
| +7% | +$15.2K | ﹤0.01% | 4691 |
|
2019
Q1 | $207K | Sell |
9,066
-9
| -0.1% | -$205 | ﹤0.01% | 4733 |
|
2018
Q4 | $197K | Buy |
9,075
+3,247
| +56% | +$70.5K | ﹤0.01% | 4725 |
|
2018
Q3 | $145K | Buy |
5,828
+224
| +4% | +$5.57K | ﹤0.01% | 4973 |
|
2018
Q2 | $148K | Buy |
+5,604
| New | +$148K | ﹤0.01% | 4983 |
|