United Capital 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 | $586K | Buy |
|
|||||
|
2025
Q2 | $277K | Buy |
|
|||||
|
2025
Q1 | $294K | Buy |
|
|||||
|
2024
Q4 | $234K | Sell |
|
|||||
|
2024
Q3 | $511K | Buy |
|
|||||
|
2024
Q2 | $441K | Sell |
|
|||||
|
2024
Q1 | $407K | Sell |
|
|||||
|
2023
Q4 | $519K | Sell |
|
|||||
|
2023
Q3 | $564K | Sell |
|
|||||
|
2023
Q2 | $737K | Sell |
|
|||||
|
2023
Q1 | $704K | Sell |
|
|||||
|
2022
Q4 | $753K | Sell |
|
|||||
|
2022
Q3 | $1.01M | Sell |
|
|||||
|
2022
Q2 | $1.09M | Sell |
|
|||||
|
2022
Q1 | $1.5M | Buy |
|
|||||
|
2021
Q4 | $1.47M | Buy |
|
|||||
|
2021
Q3 | $1.2M | Buy |
|
|||||
|
2021
Q2 | $1.04M | Buy |
|
|||||
|
2021
Q1 | $847K | Buy |
|
|||||
|
2020
Q4 | $676K | Sell |
|
|||||
|
2020
Q3 | $841K | Sell |
|
|||||
|
2020
Q2 | $1.11M | Sell |
|
|||||
|
2020
Q1 | $1.19M | Sell |
|
|||||
|
2019
Q4 | $1.71M | Buy |
|
|||||
|
2019
Q3 | $1.67M | Sell |
|
|||||
|
2019
Q2 | $1.58M | Buy |
|
|||||
|
2019
Q1 | $1.42M | Sell |
|
|||||
|
2018
Q4 | $2.99M | Sell |
|
|||||
|
2018
Q3 | $3.25M | Sell |
|
|||||
|
2018
Q2 | $3.29M | Sell |
|
|||||
|
2018
Q1 | $3.65M | Sell |
|
|||||
|
2017
Q4 | $5.71M | Buy |
|
|||||
|
2017
Q3 | $5.85M | Buy |
|
|||||
|
2017
Q2 | $1.73M | Buy |
|
|||||
|
2017
Q1 | $1.41M | Sell |
|
|||||
|
2016
Q4 | $6.25M | Buy |
|
|||||
|
2016
Q3 | $5.86M | Buy |
|
|||||
|
2016
Q2 | $5.66M | Buy |
|
|||||
|
2016
Q1 | $5.67M | Buy |
|
|||||
|
2015
Q4 | $5.71M | Buy |
|
|||||
|
2015
Q3 | $5.01M | Buy |
|
|||||
|
2015
Q2 | $3.85M | Buy |
|
|||||
|
2015
Q1 | $3.28M | Buy |
|
|||||
|
2014
Q4 | $2.38M | Buy |
|
|||||
|
2014
Q3 | $1.99M | Buy |
|
|||||
|
2014
Q2 | – | Sell |
|
|||||
|
2014
Q1 | $416K | Buy |
|