WhitTier Trust Company’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 | $154K | Hold |
542
| – | – | ﹤0.01% | 558 |
|
|
2025
Q1 | $166K | Buy |
542
+32
| +6% | +$9.81K | ﹤0.01% | 536 |
|
|
2024
Q4 | $146K | Buy |
510
+24
| +5% | +$6.85K | ﹤0.01% | 546 |
|
|
2024
Q3 | $144K | Buy |
486
+293
| +152% | +$86.6K | ﹤0.01% | 541 |
|
|
2024
Q2 | $52.5K | Buy |
193
+106
| +122% | +$28.9K | ﹤0.01% | 693 |
|
|
2024
Q1 | $21.3K | Hold |
87
| – | – | ﹤0.01% | 842 |
|
|
2023
Q4 | $21.6K | Sell |
87
-135
| -61% | -$33.5K | ﹤0.01% | 824 |
|
|
2023
Q3 | $47.1K | Hold |
222
| – | – | ﹤0.01% | 655 |
|
|
2023
Q2 | $52K | Sell |
222
-80
| -26% | -$18.7K | ﹤0.01% | 663 |
|
|
2023
Q1 | $63.2K | Buy |
302
+2
| +0.7% | +$418 | ﹤0.01% | 620 |
|
|
2022
Q4 | $63.6K | Sell |
300
-273
| -48% | -$57.9K | ﹤0.01% | 625 |
|
|
2022
Q3 | $139K | Hold |
573
| – | – | 0.01% | 506 |
|
|
2022
Q2 | $150K | Hold |
573
| – | – | 0.01% | 496 |
|
|
2022
Q1 | $198K | Hold |
573
| – | – | 0.01% | 465 |
|
|
2021
Q4 | $202K | Hold |
573
| – | – | 0.01% | 469 |
|
|
2021
Q3 | $183K | Buy |
573
+85
| +17% | +$27.1K | 0.01% | 469 |
|
|
2021
Q2 | $147K | Hold |
488
| – | – | 0.01% | 491 |
|
|
2021
Q1 | $132K | Hold |
488
| – | – | 0.01% | 493 |
|
|
2020
Q4 | $116K | Hold |
488
| – | – | 0.01% | 489 |
|
|
2020
Q3 | $98K | Hold |
488
| – | – | 0.01% | 507 |
|
|
2020
Q2 | $112K | Buy |
+488
| New | +$112K | 0.01% | 463 |
|
|
2018
Q1 | – | Sell |
-59
| Closed | -$14K | – | 1017 |
|
|
2017
Q4 | $14K | Hold |
59
| – | – | ﹤0.01% | 764 |
|
|
2017
Q3 | $15K | Hold |
59
| – | – | ﹤0.01% | 739 |
|
|
2017
Q2 | $15K | Hold |
59
| – | – | ﹤0.01% | 728 |
|
|
2017
Q1 | $14K | Sell |
59
-50
| -46% | -$11.9K | ﹤0.01% | 726 |
|
|
2016
Q4 | $25K | Hold |
109
| – | – | ﹤0.01% | 660 |
|
|
2016
Q3 | $24K | Hold |
109
| – | – | ﹤0.01% | 657 |
|
|
2016
Q2 | $25K | Hold |
109
| – | – | ﹤0.01% | 641 |
|
|
2016
Q1 | $25K | Hold |
109
| – | – | ﹤0.01% | 643 |
|
|
2015
Q4 | $26K | Hold |
109
| – | – | ﹤0.01% | 630 |
|
|
2015
Q3 | $24K | Hold |
109
| – | – | ﹤0.01% | 648 |
|
|
2015
Q2 | $23K | Sell |
109
-50
| -31% | -$10.6K | ﹤0.01% | 681 |
|
|
2015
Q1 | $37K | Hold |
159
| – | – | ﹤0.01% | 585 |
|
|
2014
Q4 | $33K | Hold |
159
| – | – | ﹤0.01% | 607 |
|
|
2014
Q3 | $28K | Hold |
159
| – | – | ﹤0.01% | 633 |
|
|
2014
Q2 | $29K | Buy |
+159
| New | +$29K | ﹤0.01% | 640 |
|