Commonwealth Equity Services’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.5M | Buy |
5,297
+713
| +16% | +$202K | ﹤0.01% | 2232 |
|
2025
Q1 | $1.41M | Buy |
4,584
+80
| +2% | +$24.5K | ﹤0.01% | 2193 |
|
2024
Q4 | $1.29M | Buy |
4,504
+89
| +2% | +$25.4K | ﹤0.01% | 2210 |
|
2024
Q3 | $1.3M | Buy |
4,415
+117
| +3% | +$34.6K | ﹤0.01% | 2132 |
|
2024
Q2 | $1.17M | Sell |
4,298
-125
| -3% | -$34K | ﹤0.01% | 2156 |
|
2024
Q1 | $1.08M | Sell |
4,423
-121
| -3% | -$29.6K | ﹤0.01% | 2186 |
|
2023
Q4 | $1.13M | Buy |
4,544
+133
| +3% | +$33K | ﹤0.01% | 2097 |
|
2023
Q3 | $936K | Buy |
4,411
+6
| +0.1% | +$1.27K | ﹤0.01% | 2123 |
|
2023
Q2 | $1.03M | Buy |
4,405
+53
| +1% | +$12.4K | ﹤0.01% | 2063 |
|
2023
Q1 | $910 | Buy |
4,352
+731
| +20% | +$153 | ﹤0.01% | 2105 |
|
2022
Q4 | $767K | Buy |
3,621
+1,406
| +63% | +$298K | ﹤0.01% | 2137 |
|
2022
Q3 | $536K | Buy |
2,215
+88
| +4% | +$21.3K | ﹤0.01% | 2345 |
|
2022
Q2 | $556K | Sell |
2,127
-73
| -3% | -$19.1K | ﹤0.01% | 2328 |
|
2022
Q1 | $760K | Buy |
2,200
+68
| +3% | +$23.5K | ﹤0.01% | 2201 |
|
2021
Q4 | $751K | Buy |
2,132
+70
| +3% | +$24.7K | ﹤0.01% | 2199 |
|
2021
Q3 | $659K | Sell |
2,062
-170
| -8% | -$54.3K | ﹤0.01% | 2262 |
|
2021
Q2 | $669K | Buy |
2,232
+58
| +3% | +$17.4K | ﹤0.01% | 2231 |
|
2021
Q1 | $590K | Sell |
2,174
-558
| -20% | -$151K | ﹤0.01% | 2195 |
|
2020
Q4 | $648K | Sell |
2,732
-257
| -9% | -$61K | ﹤0.01% | 1960 |
|
2020
Q3 | $600K | Buy |
2,989
+273
| +10% | +$54.8K | ﹤0.01% | 1843 |
|
2020
Q2 | $622K | Buy |
2,716
+8
| +0.3% | +$1.83K | ﹤0.01% | 1735 |
|
2020
Q1 | $596K | Sell |
2,708
-302
| -10% | -$66.5K | ﹤0.01% | 1589 |
|
2019
Q4 | $905K | Buy |
3,010
+197
| +7% | +$59.2K | ﹤0.01% | 1489 |
|
2019
Q3 | $919K | Buy |
2,813
+6
| +0.2% | +$1.96K | ﹤0.01% | 1410 |
|
2019
Q2 | $819K | Buy |
2,807
+141
| +5% | +$41.1K | ﹤0.01% | 1478 |
|
2019
Q1 | $771K | Buy |
2,666
+17
| +0.6% | +$4.92K | ﹤0.01% | 1469 |
|
2018
Q4 | $649K | Sell |
2,649
-61
| -2% | -$14.9K | ﹤0.01% | 1467 |
|
2018
Q3 | $668K | Buy |
2,710
+159
| +6% | +$39.2K | ﹤0.01% | 1585 |
|
2018
Q2 | $610K | Sell |
2,551
-46
| -2% | -$11K | ﹤0.01% | 1614 |
|
2018
Q1 | $625K | Sell |
2,597
-162
| -6% | -$39K | ﹤0.01% | 1560 |
|
2017
Q4 | $666K | Buy |
2,759
+700
| +34% | +$169K | ﹤0.01% | 1484 |
|
2017
Q3 | $523K | Buy |
2,059
+62
| +3% | +$15.7K | ﹤0.01% | 1587 |
|
2017
Q2 | $514K | Buy |
1,997
+25
| +1% | +$6.44K | ﹤0.01% | 1557 |
|
2017
Q1 | $457K | Sell |
1,972
-196
| -9% | -$45.4K | ﹤0.01% | 1558 |
|
2016
Q4 | $504K | Buy |
2,168
+270
| +14% | +$62.8K | ﹤0.01% | 1405 |
|
2016
Q3 | $423K | Sell |
1,898
-48
| -2% | -$10.7K | ﹤0.01% | 1474 |
|
2016
Q2 | $444K | Buy |
1,946
+123
| +7% | +$28.1K | ﹤0.01% | 1436 |
|
2016
Q1 | $426K | Sell |
1,823
-15
| -0.8% | -$3.51K | ﹤0.01% | 1411 |
|
2015
Q4 | $440K | Buy |
1,838
+36
| +2% | +$8.62K | ﹤0.01% | 1347 |
|
2015
Q3 | $402K | Sell |
1,802
-41
| -2% | -$9.15K | ﹤0.01% | 1371 |
|
2015
Q2 | $392K | Buy |
1,843
+19
| +1% | +$4.04K | ﹤0.01% | 1478 |
|
2015
Q1 | $419K | Buy |
1,824
+201
| +12% | +$46.2K | ﹤0.01% | 1422 |
|
2014
Q4 | $335K | Sell |
1,623
-9
| -0.6% | -$1.86K | ﹤0.01% | 1500 |
|
2014
Q3 | $292K | Buy |
1,632
+87
| +6% | +$15.6K | ﹤0.01% | 1565 |
|
2014
Q2 | $286K | Buy |
+1,545
| New | +$286K | ﹤0.01% | 1584 |
|