HM Payson & Co’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
Q1 | $55.2K | Sell |
180
-14
| -7% | -$4.29K | ﹤0.01% | 630 |
|
|
2024
Q4 | $55.4K | Buy |
194
+14
| +8% | +$4K | ﹤0.01% | 627 |
|
|
2024
Q3 | $53.2K | Hold |
180
| – | – | ﹤0.01% | 618 |
|
|
2024
Q2 | $49K | Hold |
180
| – | – | ﹤0.01% | 606 |
|
|
2024
Q1 | $44.1K | Hold |
180
| – | – | ﹤0.01% | 616 |
|
|
2023
Q4 | $44.6K | Hold |
180
| – | – | ﹤0.01% | 617 |
|
|
2023
Q3 | $38.2K | Hold |
180
| – | – | ﹤0.01% | 630 |
|
|
2023
Q2 | $42.2K | Hold |
180
| – | – | ﹤0.01% | 614 |
|
|
2023
Q1 | $37.6K | Sell |
180
-25
| -12% | -$5.23K | ﹤0.01% | 623 |
|
|
2022
Q4 | $43.4K | Buy |
205
+25
| +14% | +$5.3K | ﹤0.01% | 577 |
|
|
2022
Q3 | $44K | Hold |
180
| – | – | ﹤0.01% | 592 |
|
|
2022
Q2 | $47K | Hold |
180
| – | – | ﹤0.01% | 584 |
|
|
2022
Q1 | $62K | Sell |
180
-30
| -14% | -$10.3K | ﹤0.01% | 566 |
|
|
2021
Q4 | $74K | Hold |
210
| – | – | ﹤0.01% | 546 |
|
|
2021
Q3 | $67K | Hold |
210
| – | – | ﹤0.01% | 545 |
|
|
2021
Q2 | $63K | Hold |
210
| – | – | ﹤0.01% | 549 |
|
|
2021
Q1 | $57K | Sell |
210
-20
| -9% | -$5.43K | ﹤0.01% | 581 |
|
|
2020
Q4 | $55K | Sell |
230
-4
| -2% | -$957 | ﹤0.01% | 592 |
|
|
2020
Q3 | $47K | Buy |
234
+4
| +2% | +$803 | ﹤0.01% | 575 |
|
|
2020
Q2 | $53K | Hold |
230
| – | – | ﹤0.01% | 515 |
|
|
2020
Q1 | $51K | Hold |
230
| – | – | ﹤0.01% | 495 |
|
|
2019
Q4 | $69K | Hold |
230
| – | – | ﹤0.01% | 528 |
|
|
2019
Q3 | $75K | Hold |
230
| – | – | ﹤0.01% | 522 |
|
|
2019
Q2 | $67K | Buy |
+230
| New | +$67K | ﹤0.01% | 544 |
|