Plante Moran Financial Advisors’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 | $13.4K | Hold |
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|
2025
Q2 | $14.2K | Hold |
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|
2025
Q1 | $15.3K | Hold |
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|
2024
Q4 | $14.3K | Hold |
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|
2024
Q3 | $14.8K | Hold |
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|
2024
Q2 | $13.6K | Hold |
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|
2024
Q1 | $12.2K | Hold |
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|
2023
Q4 | $12.4K | Hold |
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|
2023
Q3 | $10.6K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $2K | Hold |
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|
2017
Q4 | $2K | Hold |
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|
2017
Q3 | $2K | Hold |
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|
2017
Q2 | $2K | Buy |
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