CIBC Private Wealth Group’s Essex Property Trust ESS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.76M | Sell |
13,285
-4,120
| -24% | -$1.17M | 0.01% | 468 |
|
|
2025
Q1 | $4.43M | Sell |
17,405
-9,075
| -34% | -$2.31M | 0.01% | 419 |
|
|
2024
Q4 | $7.22M | Sell |
26,480
-4,584
| -15% | -$1.25M | 0.01% | 370 |
|
|
2024
Q3 | $9.18M | Sell |
31,064
-1,779
| -5% | -$526K | 0.02% | 353 |
|
|
2024
Q2 | $8.97M | Sell |
32,843
-4,046
| -11% | -$1.1M | 0.02% | 332 |
|
|
2024
Q1 | $8.84M | Buy |
36,889
+160
| +0.4% | +$38.3K | 0.02% | 339 |
|
|
2023
Q4 | $9.11M | Sell |
36,729
-27
| -0.1% | -$6.69K | 0.02% | 325 |
|
|
2023
Q3 | $7.8M | Sell |
36,756
-9,339
| -20% | -$1.98M | 0.02% | 338 |
|
|
2023
Q2 | $10.8M | Sell |
46,095
-1,399
| -3% | -$328K | 0.02% | 318 |
|
|
2023
Q1 | $5.33M | Buy |
47,494
+60
| +0.1% | +$6.73K | 0.01% | 387 |
|
|
2022
Q4 | $10.1M | Sell |
47,434
-100
| -0.2% | -$21.2K | 0.03% | 266 |
|
|
2022
Q3 | $11.5M | Sell |
47,534
-4,166
| -8% | -$1.01M | 0.03% | 290 |
|
|
2022
Q2 | $13.5M | Sell |
51,700
-4
| -0% | -$1.05K | 0.04% | 273 |
|
|
2022
Q1 | $17.9M | Sell |
51,704
-36
| -0.1% | -$12.4K | 0.04% | 263 |
|
|
2021
Q4 | $18.2M | Sell |
51,740
-790
| -2% | -$278K | 0.04% | 276 |
|
|
2021
Q3 | $16.8M | Sell |
52,530
-516
| -1% | -$165K | 0.04% | 284 |
|
|
2021
Q2 | $15.9M | Hold |
53,046
| – | – | 0.04% | 294 |
|
|
2021
Q1 | $14.4M | Sell |
53,046
-39
| -0.1% | -$10.6K | 0.04% | 295 |
|
|
2020
Q4 | $12.6M | Sell |
53,085
-16
| -0% | -$3.8K | 0.03% | 301 |
|
|
2020
Q3 | $10.7M | Sell |
53,101
-623
| -1% | -$125K | 0.03% | 289 |
|
|
2020
Q2 | $12.3M | Sell |
53,724
-80
| -0.1% | -$18.3K | 0.06% | 208 |
|
|
2020
Q1 | $11.9M | Sell |
53,804
-12
| -0% | -$2.64K | 0.05% | 227 |
|
|
2019
Q4 | $16.2M | Sell |
53,816
-43
| -0.1% | -$12.9K | 0.05% | 227 |
|
|
2019
Q3 | $17.6M | Buy |
53,859
+57
| +0.1% | +$18.6K | 0.06% | 212 |
|
|
2019
Q2 | $15.7M | Sell |
53,802
-785
| -1% | -$229K | 0.06% | 236 |
|
|
2019
Q1 | $15.8M | Hold |
54,587
| – | – | 0.06% | 229 |
|
|
2018
Q4 | $13.4M | Buy |
54,587
+36
| +0.1% | +$8.83K | 0.06% | 232 |
|
|
2018
Q3 | $13.5M | Sell |
54,551
-327
| -0.6% | -$80.7K | 0.05% | 261 |
|
|
2018
Q2 | $13.1M | Sell |
54,878
-272
| -0.5% | -$65K | 0.05% | 255 |
|
|
2018
Q1 | $13.3M | Buy |
55,150
+290
| +0.5% | +$69.8K | 0.06% | 254 |
|
|
2017
Q4 | $13.2M | Buy |
54,860
+296
| +0.5% | +$71.4K | 0.06% | 256 |
|
|
2017
Q3 | $13.9M | Buy |
54,564
+5
| +0% | +$1.27K | 0.06% | 246 |
|
|
2017
Q2 | $14M | Buy |
54,559
+14
| +0% | +$3.6K | 0.09% | 177 |
|
|
2017
Q1 | $12.6M | Sell |
54,545
-24,974
| -31% | -$5.78M | 0.08% | 186 |
|
|
2016
Q4 | $18.5M | Sell |
79,519
-26,123
| -25% | -$6.07M | 0.12% | 137 |
|
|
2016
Q3 | $23.5M | Hold |
105,642
| – | – | 0.16% | 119 |
|
|
2016
Q2 | $24.1M | Buy |
+105,642
| New | +$24.1M | 0.18% | 116 |
|