Perigon 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
Q3 | $7.35M | Buy |
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|
2025
Q2 | $7.78M | Buy |
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|
2025
Q1 | $8.41M | Buy |
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|
2024
Q4 | $7.77M | Buy |
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|
2024
Q3 | $8.09M | Buy |
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|
2024
Q2 | $7.45M | Sell |
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|
2024
Q1 | $6.7M | Buy |
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|
2023
Q4 | $6.75M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $29K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $21K | Hold |
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|
2017
Q4 | $21K | Hold |
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|
2017
Q3 | $23K | Sell |
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|
2017
Q2 | $304K | Buy |
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|
2017
Q1 | $192K | Buy |
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|
2016
Q4 | $20K | Sell |
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|
2016
Q3 | $25K | Hold |
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|
2016
Q2 | $26K | Buy |
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