Stephens Consulting’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	–	Sell	-2	Closed	-$567	–	647
2025 Q2	$567	Buy	+2	New	+$562	﹤0.01%	872
2024 Q4	–	Sell	-12	Closed	-$3.55K	–	523
2024 Q3	$3.55K	Hold	12	–	–	﹤0.01%	428
2024 Q2	$3.27K	Hold	12	–	–	﹤0.01%	456
2024 Q1	$2.94K	Hold	12	–	–	﹤0.01%	407
2023 Q4	$2.98K	Buy	+12	New	+$2.65K	﹤0.01%	413
2023 Q3	–	Sell	-42	Closed	-$9.84K	–	505
2023 Q2	$9.84K	Hold	42	–	–	﹤0.01%	312
2023 Q1	$8.78K	Hold	42	–	–	0.01%	336
2022 Q4	$8.9K	Hold	42	–	–	0.01%	314
2022 Q3	$10.2K	Hold	42	–	–	0.01%	330
2022 Q2	$11K	Hold	42	–	–	0.01%	308
2022 Q1	$14.5K	Sell	42 -11	-21%	-$3.67K	0.01%	304
2021 Q4	$18.7K	Buy	+53	New	+$18K	0.02%	306