Carson Wealth (CWM LLC)’s EPR Properties EPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
23,735
+14,483
| +157% | +$844K | ﹤0.01% | 1101 |
|
|
2025
Q1 | $487K | Buy |
9,252
+3,864
| +72% | +$203K | ﹤0.01% | 1450 |
|
|
2024
Q4 | $239K | Sell |
5,388
-2,295
| -30% | -$102K | ﹤0.01% | 1716 |
|
|
2024
Q3 | $377K | Buy |
7,683
+2,547
| +50% | +$125K | ﹤0.01% | 1435 |
|
|
2024
Q2 | $216K | Buy |
5,136
+3,018
| +142% | +$127K | ﹤0.01% | 1544 |
|
|
2024
Q1 | $90K | Buy |
2,118
+857
| +68% | +$36.4K | ﹤0.01% | 1936 |
|
|
2023
Q4 | $61K | Sell |
1,261
-368
| -23% | -$17.8K | ﹤0.01% | 2046 |
|
|
2023
Q3 | $68K | Buy |
1,629
+55
| +3% | +$2.3K | ﹤0.01% | 1875 |
|
|
2023
Q2 | $74K | Buy |
1,574
+131
| +9% | +$6.16K | ﹤0.01% | 1730 |
|
|
2023
Q1 | $55K | Sell |
1,443
-215
| -13% | -$8.2K | ﹤0.01% | 1806 |
|
|
2022
Q4 | $63K | Buy |
1,658
+55
| +3% | +$2.09K | ﹤0.01% | 1609 |
|
|
2022
Q3 | $57K | Buy |
1,603
+221
| +16% | +$7.86K | ﹤0.01% | 1603 |
|
|
2022
Q2 | $65K | Buy |
1,382
+13
| +0.9% | +$611 | ﹤0.01% | 1501 |
|
|
2022
Q1 | $75K | Sell |
1,369
-5
| -0.4% | -$274 | ﹤0.01% | 1436 |
|
|
2021
Q4 | $65K | Buy |
+1,374
| New | +$65K | ﹤0.01% | 1469 |
|
|
2021
Q2 | $77K | Hold |
1,462
| – | – | ﹤0.01% | 1225 |
|
|
2021
Q1 | $77K | Hold |
1,462
| – | – | ﹤0.01% | 1225 |
|
|
2020
Q4 | $77K | Hold |
1,462
| – | – | ﹤0.01% | 1225 |
|
|
2020
Q3 | $77K | Hold |
1,462
| – | – | ﹤0.01% | 1225 |
|
|
2020
Q2 | $77K | Hold |
1,462
| – | – | ﹤0.01% | 1225 |
|
|
2020
Q1 | $77K | Hold |
1,462
| – | – | ﹤0.01% | 1225 |
|
|
2019
Q4 | $77K | Hold |
1,462
| – | – | ﹤0.01% | 1225 |
|
|
2019
Q3 | $77K | Hold |
1,462
| – | – | ﹤0.01% | 1225 |
|
|
2019
Q2 | $77K | Hold |
1,462
| – | – | ﹤0.01% | 1225 |
|
|
2019
Q1 | $77K | Sell |
1,462
-2,714
| -65% | -$143K | ﹤0.01% | 1225 |
|
|
2018
Q4 | $267K | Buy |
4,176
+685
| +20% | +$43.8K | 0.01% | 543 |
|
|
2018
Q3 | $239K | Sell |
3,491
-1,094
| -24% | -$74.9K | 0.01% | 487 |
|
|
2018
Q2 | $297K | Sell |
4,585
-285
| -6% | -$18.5K | 0.01% | 376 |
|
|
2018
Q1 | $270K | Sell |
4,870
-1,746
| -26% | -$96.8K | 0.01% | 337 |
|
|
2017
Q4 | $433K | Sell |
6,616
-323
| -5% | -$21.1K | 0.02% | 274 |
|
|
2017
Q3 | $484K | Sell |
6,939
-3,071
| -31% | -$214K | 0.02% | 253 |
|
|
2017
Q2 | $719K | Buy |
+10,010
| New | +$719K | 0.04% | 219 |
|