Geneos Wealth Management’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 | $114K | Sell |
402
-602
| -60% | -$171K | ﹤0.01% | 1202 |
|
|
2025
Q1 | $308K | Buy |
1,004
+681
| +211% | +$209K | ﹤0.01% | 1067 |
|
|
2024
Q4 | $92.2K | Hold |
323
| – | – | ﹤0.01% | 1098 |
|
|
2024
Q3 | $95.4K | Buy |
323
+321
| +16,050% | +$94.8K | ﹤0.01% | 980 |
|
|
2024
Q2 | $544 | Sell |
2
-4
| -67% | -$1.09K | ﹤0.01% | 2045 |
|
|
2024
Q1 | $1.47K | Sell |
6
-45
| -88% | -$11K | ﹤0.01% | 1949 |
|
|
2023
Q4 | $12.6K | Buy |
51
+2
| +4% | +$496 | ﹤0.01% | 1486 |
|
|
2023
Q3 | $10.4K | Hold |
49
| – | – | ﹤0.01% | 1558 |
|
|
2023
Q2 | $11.5K | Sell |
49
-9
| -16% | -$2.11K | ﹤0.01% | 1540 |
|
|
2023
Q1 | $12.1K | Sell |
58
-11
| -16% | -$2.3K | ﹤0.01% | 1496 |
|
|
2022
Q4 | $14.6K | Hold |
69
| – | – | ﹤0.01% | 1426 |
|
|
2022
Q3 | $16K | Buy |
+69
| New | +$16K | ﹤0.01% | 1387 |
|
|
2022
Q1 | – | Sell |
-5
| Closed | -$1K | – | 2810 |
|
|
2021
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 2661 |
|
|
2021
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 2733 |
|
|
2021
Q2 | $1K | Sell |
5
-52
| -91% | -$10.4K | ﹤0.01% | 2748 |
|
|
2021
Q1 | $16K | Hold |
57
| – | – | ﹤0.01% | 2172 |
|
|
2020
Q4 | $1K | Buy |
+57
| New | +$1K | ﹤0.01% | 2785 |
|
|
2019
Q2 | – | Sell |
-52
| Closed | -$15K | – | 2502 |
|
|
2019
Q1 | $15K | Hold |
52
| – | – | ﹤0.01% | 1689 |
|
|
2018
Q4 | $12K | Hold |
52
| – | – | ﹤0.01% | 1718 |
|
|
2018
Q3 | $12K | Hold |
52
| – | – | ﹤0.01% | 1779 |
|
|
2018
Q2 | $12K | Hold |
52
| – | – | ﹤0.01% | 1637 |
|
|
2018
Q1 | $12K | Hold |
52
| – | – | ﹤0.01% | 1574 |
|
|
2017
Q4 | $12K | Hold |
52
| – | – | ﹤0.01% | 1560 |
|
|
2017
Q3 | $13K | Hold |
52
| – | – | ﹤0.01% | 1476 |
|
|
2017
Q2 | $13K | Hold |
52
| – | – | ﹤0.01% | 1425 |
|
|
2017
Q1 | $12K | Sell |
52
-2
| -4% | -$462 | ﹤0.01% | 1415 |
|
|
2016
Q4 | $12K | Hold |
54
| – | – | ﹤0.01% | 1379 |
|
|
2016
Q3 | $12K | Buy |
54
+2
| +4% | +$444 | ﹤0.01% | 1302 |
|
|
2016
Q2 | $11K | Hold |
52
| – | – | ﹤0.01% | 1291 |
|
|
2016
Q1 | $12K | Buy |
+52
| New | +$12K | ﹤0.01% | 1249 |
|