Perigon 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 | $7.78M | Buy |
27,459
+17
| +0.1% | +$4.82K | 0.18% | 118 |
|
|
2025
Q1 | $8.41M | Buy |
27,442
+44
| +0.2% | +$13.5K | 0.22% | 108 |
|
|
2024
Q4 | $7.77M | Buy |
27,398
+9
| +0% | +$2.55K | 0.19% | 111 |
|
|
2024
Q3 | $8.09M | Buy |
27,389
+22
| +0.1% | +$6.5K | 0.21% | 101 |
|
|
2024
Q2 | $7.45M | Sell |
27,367
-11
| -0% | -$2.99K | 0.22% | 97 |
|
|
2024
Q1 | $6.7M | Buy |
27,378
+169
| +0.6% | +$41.4K | 0.2% | 115 |
|
|
2023
Q4 | $6.75M | Buy |
+27,209
| New | +$6.75M | 0.22% | 100 |
|
|
2021
Q1 | – | Sell |
-122
| Closed | -$29K | – | 647 |
|
|
2020
Q4 | $29K | Buy |
+122
| New | +$29K | ﹤0.01% | 896 |
|
|
2018
Q2 | – | Sell |
-88
| Closed | -$21K | – | 350 |
|
|
2018
Q1 | $21K | Hold |
88
| – | – | 0.01% | 430 |
|
|
2017
Q4 | $21K | Hold |
88
| – | – | 0.01% | 406 |
|
|
2017
Q3 | $23K | Sell |
88
-1,085
| -92% | -$284K | 0.01% | 434 |
|
|
2017
Q2 | $304K | Buy |
1,173
+350
| +43% | +$90.7K | 0.07% | 208 |
|
|
2017
Q1 | $192K | Buy |
823
+735
| +835% | +$171K | 0.04% | 258 |
|
|
2016
Q4 | $20K | Sell |
88
-25
| -22% | -$5.68K | ﹤0.01% | 468 |
|
|
2016
Q3 | $25K | Hold |
113
| – | – | 0.01% | 377 |
|
|
2016
Q2 | $26K | Buy |
+113
| New | +$26K | 0.01% | 318 |
|