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 |
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|
2025
Q1 | $209K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $201K | Buy |
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|
2022
Q3 | $224K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $235K | Hold |
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|
2021
Q4 | $239 | Hold |
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|
2021
Q3 | $218K | Hold |
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|
2021
Q2 | $204K | Hold |
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|
2021
Q1 | $164K | Hold |
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|
2020
Q4 | $164K | Hold |
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|
2020
Q3 | $137K | Hold |
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|
2020
Q2 | $156K | Sell |
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|
2020
Q1 | $300K | Hold |
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|
2019
Q4 | $409K | Hold |
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|
2019
Q3 | $445K | Hold |
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|
2019
Q2 | $397K | Hold |
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|
2019
Q1 | $393K | Hold |
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|
2018
Q4 | $333K | Buy |
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