Liberty Wealth Management’s Essex Property Trust ESS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-681	Closed	-$209K	–	231
2025 Q1	$209K	Buy	+681	New	+$199K	0.04%	147
2024 Q4	–	Sell	-681	Closed	-$201K	–	229
2024 Q3	$201K	Buy	+681	New	+$198K	0.03%	205
2022 Q3	$224K	Buy	+927	New	+$251K	0.06%	136
2022 Q2	–	Sell	-681	Closed	-$235K	–	155
2022 Q1	$235K	Hold	681	–	–	0.08%	127
2021 Q4	$239	Hold	681	–	–	0.01%	140
2021 Q3	$218K	Hold	681	–	–	0.08%	153
2021 Q2	$204K	Hold	681	–	–	0.08%	131
2021 Q1	$164K	Hold	681	–	–	0.08%	129
2020 Q4	$164K	Hold	681	–	–	0.08%	128
2020 Q3	$137K	Hold	681	–	–	0.08%	127
2020 Q2	$156K	Sell	681 -680	-50%	-$163K	0.11%	107
2020 Q1	$300K	Hold	1,361	–	–	0.26%	61
2019 Q4	$409K	Hold	1,361	–	–	0.32%	58
2019 Q3	$445K	Hold	1,361	–	–	0.42%	45
2019 Q2	$397K	Hold	1,361	–	–	0.35%	60
2019 Q1	$393K	Hold	1,361	–	–	0.3%	49
2018 Q4	$333K	Buy	+1,361	New	+$343K	0.25%	54