GeoWealth Management’s Empire State Realty Trust ESRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Sell |
26,022
-16,487
| -39% | -$133K | 0.01% | 645 |
|
|
2025
Q1 | $332K | Sell |
42,509
-146
| -0.3% | -$1.14K | 0.01% | 518 |
|
|
2024
Q4 | $440K | Buy |
42,655
+4,105
| +11% | +$42.4K | 0.01% | 498 |
|
|
2024
Q3 | $427K | Buy |
38,550
+64
| +0.2% | +$709 | 0.02% | 495 |
|
|
2024
Q2 | $361K | Buy |
38,486
+1,077
| +3% | +$10.1K | 0.02% | 525 |
|
|
2024
Q1 | $379K | Buy |
+37,409
| New | +$379K | 0.01% | 506 |
|