Creative Planning’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.05M | Buy |
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|
2025
Q2 | $1.89M | Sell |
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|
2025
Q1 | $2.08M | Sell |
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|
2024
Q4 | $1.95M | Buy |
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|
2024
Q3 | $1.82M | Buy |
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|
2024
Q2 | $1.65M | Buy |
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|
2024
Q1 | $1.48M | Buy |
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|
2023
Q4 | $1.3M | Sell |
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|
2023
Q3 | $1.28M | Sell |
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|
2023
Q2 | $1.59M | Buy |
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|
2023
Q1 | $1.17M | Buy |
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|
2022
Q4 | $1.14M | Buy |
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|
2022
Q3 | $1.11M | Buy |
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|
2022
Q2 | $980K | Buy |
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|
2022
Q1 | $1.23M | Buy |
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|
2021
Q4 | $1.25M | Buy |
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|
2021
Q3 | $1.11M | Buy |
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|
2021
Q2 | $1.02M | Sell |
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|
2021
Q1 | $1.14M | Buy |
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|
2020
Q4 | $737K | Sell |
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|
2020
Q3 | $645K | Buy |
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|
2020
Q2 | $711K | Sell |
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|
2020
Q1 | $709K | Sell |
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|
2019
Q4 | $1M | Sell |
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|
2019
Q3 | $1.2M | Buy |
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|
2019
Q2 | $1.06M | Sell |
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|
2019
Q1 | $1.21M | Buy |
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|
2018
Q4 | $932K | Buy |
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|
2018
Q3 | $841K | Sell |
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|
2018
Q2 | $822K | Sell |
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|
2018
Q1 | $866K | Sell |
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|
2017
Q4 | $994K | Sell |
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|
2017
Q3 | $1.1M | Buy |
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|
2017
Q2 | $1.11M | Sell |
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|
2017
Q1 | $1.04M | Buy |
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|
2016
Q4 | $1.03M | Sell |
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|
2016
Q3 | $984K | Sell |
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|
2016
Q2 | $1.72M | Buy |
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|
2016
Q1 | $1.08M | Hold |
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|
2015
Q4 | $1.1M | Hold |
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|
2015
Q3 | $1.03M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $648K | Sell |
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|
2014
Q4 | $584K | Sell |
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|
2014
Q3 | $523K | Hold |
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|
2014
Q2 | $541K | Buy |
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|
2014
Q1 | $39K | Buy |
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|
2013
Q4 | $32K | Hold |
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|
2013
Q3 | $33K | Hold |
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|
2013
Q2 | $36K | Buy |
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