GeoWealth 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 | $1.48M | Sell |
5,232
-555
| -10% | -$157K | 0.06% | 190 |
|
|
2025
Q1 | $1.77M | Buy |
5,787
+37
| +0.6% | +$11.3K | 0.07% | 160 |
|
|
2024
Q4 | $1.64M | Buy |
5,750
+1,147
| +25% | +$327K | 0.05% | 202 |
|
|
2024
Q3 | $1.36M | Buy |
4,603
+9
| +0.2% | +$2.66K | 0.05% | 242 |
|
|
2024
Q2 | $1.25M | Buy |
4,594
+841
| +22% | +$229K | 0.05% | 224 |
|
|
2024
Q1 | $919K | Buy |
+3,753
| New | +$919K | 0.04% | 314 |
|