Carson Wealth (CWM LLC)’s Essex Property Trust ESS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Sell |
1,273
-90
| -7% | -$25.5K | ﹤0.01% | 1749 |
|
|
2025
Q1 | $418K | Buy |
1,363
+143
| +12% | +$43.9K | ﹤0.01% | 1525 |
|
|
2024
Q4 | $348K | Buy |
1,220
+24
| +2% | +$6.85K | ﹤0.01% | 1516 |
|
|
2024
Q3 | $353K | Sell |
1,196
-386
| -24% | -$114K | ﹤0.01% | 1463 |
|
|
2024
Q2 | $431K | Buy |
1,582
+422
| +36% | +$115K | ﹤0.01% | 1246 |
|
|
2024
Q1 | $284K | Buy |
1,160
+185
| +19% | +$45.3K | ﹤0.01% | 1359 |
|
|
2023
Q4 | $242K | Buy |
975
+19
| +2% | +$4.72K | ﹤0.01% | 1333 |
|
|
2023
Q3 | $203K | Buy |
956
+77
| +9% | +$16.4K | ﹤0.01% | 1307 |
|
|
2023
Q2 | $206K | Hold |
879
| – | – | ﹤0.01% | 1236 |
|
|
2023
Q1 | $184K | Buy |
879
+326
| +59% | +$68.2K | ﹤0.01% | 1225 |
|
|
2022
Q4 | $117K | Sell |
553
-398
| -42% | -$84.2K | ﹤0.01% | 1306 |
|
|
2022
Q3 | $230K | Buy |
951
+443
| +87% | +$107K | ﹤0.01% | 994 |
|
|
2022
Q2 | $133K | Buy |
508
+141
| +38% | +$36.9K | ﹤0.01% | 1197 |
|
|
2022
Q1 | $127K | Buy |
367
+189
| +106% | +$65.4K | ﹤0.01% | 1233 |
|
|
2021
Q4 | $63K | Buy |
+178
| New | +$63K | ﹤0.01% | 1479 |
|
|
2021
Q2 | $16K | Hold |
53
| – | – | ﹤0.01% | 1889 |
|
|
2021
Q1 | $16K | Hold |
53
| – | – | ﹤0.01% | 1889 |
|
|
2020
Q4 | $16K | Hold |
53
| – | – | ﹤0.01% | 1889 |
|
|
2020
Q3 | $16K | Hold |
53
| – | – | ﹤0.01% | 1889 |
|
|
2020
Q2 | $16K | Hold |
53
| – | – | ﹤0.01% | 1889 |
|
|
2020
Q1 | $16K | Hold |
53
| – | – | ﹤0.01% | 1889 |
|
|
2019
Q4 | $16K | Hold |
53
| – | – | ﹤0.01% | 1889 |
|
|
2019
Q3 | $16K | Hold |
53
| – | – | ﹤0.01% | 1889 |
|
|
2019
Q2 | $16K | Hold |
53
| – | – | ﹤0.01% | 1889 |
|
|
2019
Q1 | $16K | Sell |
53
-11,385
| -100% | -$3.44M | ﹤0.01% | 1889 |
|
|
2018
Q4 | $2.81M | Sell |
11,438
-2
| -0% | -$490 | 0.07% | 235 |
|
|
2018
Q3 | $2.82M | Sell |
11,440
-45
| -0.4% | -$11.1K | 0.07% | 229 |
|
|
2018
Q2 | $2.75M | Sell |
11,485
-253
| -2% | -$60.5K | 0.09% | 184 |
|
|
2018
Q1 | $2.83M | Sell |
11,738
-182
| -2% | -$43.8K | 0.11% | 144 |
|
|
2017
Q4 | $2.88M | Sell |
11,920
-54
| -0.5% | -$13K | 0.13% | 133 |
|
|
2017
Q3 | $3.04M | Buy |
11,974
+118
| +1% | +$30K | 0.14% | 111 |
|
|
2017
Q2 | $3.05M | Sell |
11,856
-59
| -0.5% | -$15.2K | 0.16% | 110 |
|
|
2017
Q1 | $2.76M | Sell |
11,915
-228
| -2% | -$52.8K | 0.16% | 123 |
|
|
2016
Q4 | $2.82M | Buy |
12,143
+11,060
| +1,021% | +$2.57M | 0.17% | 122 |
|
|
2016
Q3 | $241K | Buy |
+1,083
| New | +$241K | 0.02% | 247 |
|