GC Wealth Management RIA’s Essex Property Trust ESS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$781K Buy
2,756
+327
+13% +$92.7K 0.06% 241
2025
Q1
$745K Sell
2,429
-406
-14% -$124K 0.14% 137
2024
Q4
$809K Buy
2,835
+545
+24% +$156K 0.14% 119
2024
Q3
$677K Buy
2,290
+289
+14% +$85.4K 0.12% 153
2024
Q2
$545K Buy
2,001
+813
+68% +$221K 0.11% 158
2024
Q1
$291K Buy
1,188
+269
+29% +$65.9K 0.06% 228
2023
Q4
$228K Buy
+919
New +$228K 0.1% 197