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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.27M | Sell |
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|
2025
Q2 | $1.38M | Buy |
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|
2025
Q1 | $487K | Buy |
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|
2024
Q4 | $239K | Sell |
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|
2024
Q3 | $377K | Buy |
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|
2024
Q2 | $216K | Buy |
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|
2024
Q1 | $90K | Buy |
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|
2023
Q4 | $61K | Sell |
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|
2023
Q3 | $68K | Buy |
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|
2023
Q2 | $74K | Buy |
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|
2023
Q1 | $55K | Sell |
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|
2022
Q4 | $63K | Buy |
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|
2022
Q3 | $57K | Buy |
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|
2022
Q2 | $65K | Buy |
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|
2022
Q1 | $75K | Sell |
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|
2021
Q4 | $65K | Buy |
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|
2021
Q2 | $77K | Hold |
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|
2021
Q1 | $77K | Hold |
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|
2020
Q4 | $77K | Hold |
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|
2020
Q3 | $77K | Hold |
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|
2020
Q2 | $77K | Hold |
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|
2020
Q1 | $77K | Hold |
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|
2019
Q4 | $77K | Hold |
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|
2019
Q3 | $77K | Hold |
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|
2019
Q2 | $77K | Hold |
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|
2019
Q1 | $77K | Sell |
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|
2018
Q4 | $267K | Buy |
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|
2018
Q3 | $239K | Sell |
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|
2018
Q2 | $297K | Sell |
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|
2018
Q1 | $270K | Sell |
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|
2017
Q4 | $433K | Sell |
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|
2017
Q3 | $484K | Sell |
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|
2017
Q2 | $719K | Buy |
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