UMB Bank’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 | $41.7K | Sell |
147
-11
| -7% | -$3.12K | ﹤0.01% | 1177 |
|
|
2025
Q1 | $48.4K | Buy |
158
+4
| +3% | +$1.23K | ﹤0.01% | 1063 |
|
|
2024
Q4 | $44K | Buy |
154
+42
| +38% | +$12K | ﹤0.01% | 965 |
|
|
2024
Q3 | $33.1K | Hold |
112
| – | – | ﹤0.01% | 1018 |
|
|
2024
Q2 | $30.5K | Buy |
112
+96
| +600% | +$26.1K | ﹤0.01% | 941 |
|
|
2024
Q1 | $3.92K | Hold |
16
| – | – | ﹤0.01% | 1415 |
|
|
2023
Q4 | $3.97K | Sell |
16
-13
| -45% | -$3.22K | ﹤0.01% | 1435 |
|
|
2023
Q3 | $6.15K | Hold |
29
| – | – | ﹤0.01% | 1383 |
|
|
2023
Q2 | $6.8K | Sell |
29
-5
| -15% | -$1.17K | ﹤0.01% | 1370 |
|
|
2023
Q1 | $7.11K | Buy |
34
+9
| +36% | +$1.88K | ﹤0.01% | 1363 |
|
|
2022
Q4 | $5K | Sell |
25
-95
| -79% | -$19K | ﹤0.01% | 1427 |
|
|
2022
Q3 | $29K | Sell |
120
-28
| -19% | -$6.77K | ﹤0.01% | 1001 |
|
|
2022
Q2 | $38K | Hold |
148
| – | – | ﹤0.01% | 982 |
|
|
2022
Q1 | $51K | Sell |
148
-70
| -32% | -$24.1K | ﹤0.01% | 964 |
|
|
2021
Q4 | $76K | Buy |
+218
| New | +$76K | ﹤0.01% | 862 |
|