Horst & Graben 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 | $913K | Hold |
3,220
| – | – | 0.15% | 78 |
|
|
2025
Q1 | $987K | Hold |
3,220
| – | – | 0.18% | 67 |
|
|
2024
Q4 | $919K | Hold |
3,220
| – | – | 0.16% | 65 |
|
|
2024
Q3 | $951K | Hold |
3,220
| – | – | 0.17% | 62 |
|
|
2024
Q2 | $876K | Hold |
3,220
| – | – | 0.17% | 64 |
|
|
2024
Q1 | $788K | Hold |
3,220
| – | – | 0.16% | 64 |
|
|
2023
Q4 | $798K | Hold |
3,220
| – | – | 0.18% | 60 |
|
|
2023
Q3 | $683K | Hold |
3,220
| – | – | 0.17% | 55 |
|
|
2023
Q2 | $754K | Hold |
3,220
| – | – | 0.18% | 57 |
|
|
2023
Q1 | $673K | Hold |
3,220
| – | – | 0.17% | 60 |
|
|
2022
Q4 | $682K | Hold |
3,220
| – | – | 0.18% | 64 |
|
|
2022
Q3 | $780K | Hold |
3,220
| – | – | 0.22% | 54 |
|
|
2022
Q2 | $842K | Hold |
3,220
| – | – | 0.23% | 57 |
|
|
2022
Q1 | $1.11M | Hold |
3,220
| – | – | 0.27% | 46 |
|
|
2021
Q4 | $1.13M | Buy |
3,220
+20
| +0.6% | +$7.04K | 0.28% | 49 |
|
|
2021
Q3 | $1.02M | Hold |
3,200
| – | – | 0.28% | 48 |
|
|
2021
Q2 | $960K | Hold |
3,200
| – | – | 0.27% | 49 |
|
|
2021
Q1 | $870K | Hold |
3,200
| – | – | 0.27% | 54 |
|
|
2020
Q4 | $760K | Hold |
3,200
| – | – | 0.26% | 48 |
|
|
2020
Q3 | $643K | Hold |
3,200
| – | – | 0.25% | 53 |
|
|
2020
Q2 | $733K | Hold |
3,200
| – | – | 0.32% | 41 |
|
|
2020
Q1 | $705K | Buy |
+3,200
| New | +$705K | 0.37% | 36 |
|