Carson Wealth (CWM LLC)’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $767K | Sell |
15,358
-2,851
| -16% | -$157K | ﹤0.01% | 1712 |
|
|
2025
Q4 | $909K | Sell |
18,209
-3,608
| -17% | -$188K | ﹤0.01% | 1550 |
|
|
2025
Q3 | $1.27M | Sell |
21,817
-1,918
| -8% | -$108K | ﹤0.01% | 1283 |
|
|
2025
Q2 | $1.38M | Buy |
23,735
+14,483
| +157% | +$763K | ﹤0.01% | 1102 |
|
|
2025
Q1 | $487K | Buy |
9,252
+3,864
| +72% | +$190K | ﹤0.01% | 1452 |
|
|
2024
Q4 | $239K | Sell |
5,388
-2,295
| -30% | -$105K | ﹤0.01% | 1718 |
|
|
2024
Q3 | $377K | Buy |
7,683
+2,547
| +50% | +$116K | ﹤0.01% | 1436 |
|
|
2024
Q2 | $216K | Buy |
5,136
+3,018
| +142% | +$124K | ﹤0.01% | 1546 |
|
|
2024
Q1 | $90K | Buy |
2,118
+857
| +68% | +$37.4K | ﹤0.01% | 1938 |
|
|
2023
Q4 | $61K | Sell |
1,261
-368
| -23% | -$16.4K | ﹤0.01% | 2048 |
|
|
2023
Q3 | $68K | Buy |
1,629
+55
| +3% | +$2.42K | ﹤0.01% | 1876 |
|
|
2023
Q2 | $74K | Buy |
1,574
+131
| +9% | +$5.53K | ﹤0.01% | 1732 |
|
|
2023
Q1 | $55K | Sell |
1,443
-215
| -13% | -$8.57K | ﹤0.01% | 1808 |
|
|
2022
Q4 | $63K | Buy |
1,658
+55
| +3% | +$2.14K | ﹤0.01% | 1611 |
|
|
2022
Q3 | $57K | Buy |
1,603
+221
| +16% | +$10.4K | ﹤0.01% | 1605 |
|
|
2022
Q2 | $65K | Buy |
1,382
+13
| +0.9% | +$659 | ﹤0.01% | 1503 |
|
|
2022
Q1 | $75K | Sell |
1,369
-5
| -0.4% | -$242 | ﹤0.01% | 1438 |
|
|
2021
Q4 | $65K | Buy |
+1,374
| New | +$68.2K | ﹤0.01% | 1471 |
|
|
2021
Q2 | $77K | Hold |
1,462
| – | – | ﹤0.01% | 1227 |
|
|
2021
Q1 | $77K | Hold |
1,462
| – | – | ﹤0.01% | 1227 |
|
|
2020
Q4 | $77K | Hold |
1,462
| – | – | ﹤0.01% | 1227 |
|
|
2020
Q3 | $77K | Hold |
1,462
| – | – | ﹤0.01% | 1227 |
|
|
2020
Q2 | $77K | Hold |
1,462
| – | – | ﹤0.01% | 1227 |
|
|
2020
Q1 | $77K | Hold |
1,462
| – | – | ﹤0.01% | 1227 |
|
|
2019
Q4 | $77K | Hold |
1,462
| – | – | ﹤0.01% | 1227 |
|
|
2019
Q3 | $77K | Hold |
1,462
| – | – | ﹤0.01% | 1227 |
|
|
2019
Q2 | $77K | Hold |
1,462
| – | – | ﹤0.01% | 1227 |
|
|
2019
Q1 | $77K | Sell |
1,462
-2,714
| -65% | -$197K | ﹤0.01% | 1227 |
|
|
2018
Q4 | $267K | Buy |
4,176
+685
| +20% | +$47.1K | 0.01% | 544 |
|
|
2018
Q3 | $239K | Sell |
3,491
-1,094
| -24% | -$74.3K | 0.01% | 489 |
|
|
2018
Q2 | $297K | Sell |
4,585
-285
| -6% | -$16.9K | 0.01% | 377 |
|
|
2018
Q1 | $270K | Sell |
4,870
-1,746
| -26% | -$101K | 0.01% | 338 |
|
|
2017
Q4 | $433K | Sell |
6,616
-323
| -5% | -$22.1K | 0.02% | 275 |
|
|
2017
Q3 | $484K | Sell |
6,939
-3,071
| -31% | -$216K | 0.02% | 254 |
|
|
2017
Q2 | $719K | Buy |
+10,010
| New | +$729K | 0.04% | 220 |
|
Other funds holding EPR
VPM
VCM
QCM
