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Carson Wealth (CWM LLC)’s
Esperion Therapeutics
ESPR
Stock Holding History
Carson Wealth (CWM LLC)’s Portfolio
ESPR Stock Details
ESPR Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$54.6K
Sell
19,918
-22
-0.1%
-$70
﹤0.01%
3756
2025
Q4
$74K
Buy
19,940
+266
+1%
+$860
﹤0.01%
3302
2025
Q3
$52K
Buy
19,674
+6,249
+47%
+$12.1K
﹤0.01%
3497
2025
Q2
$13K
Buy
13,425
+10,995
+452%
+$11K
﹤0.01%
4156
2025
Q1
$3K
Sell
2,430
-1,491
-38%
-$2.75K
﹤0.01%
4615
2024
Q4
$9K
Sell
3,921
-240
-6%
-$560
﹤0.01%
3918
2024
Q3
$7K
Buy
4,161
+3,311
+390%
+$6.69K
﹤0.01%
3934
2024
Q2
$2K
Hold
850
–
–
﹤0.01%
4193
2024
Q1
$2K
Hold
850
–
–
﹤0.01%
3967
2023
Q4
$3K
Hold
850
–
–
﹤0.01%
3684
2023
Q3
$1K
Hold
850
–
–
﹤0.01%
3970
2023
Q2
$1K
Hold
850
–
–
﹤0.01%
3950
2023
Q1
$1K
Buy
850
+500
+143%
+$2.58K
﹤0.01%
3817
2022
Q4
$2K
Hold
350
–
–
﹤0.01%
3536
2022
Q3
$2K
Hold
350
–
–
﹤0.01%
3449
2022
Q2
$2K
Hold
350
–
–
﹤0.01%
3324
2022
Q1
$2K
Buy
350
+300
+600%
+$1.29K
﹤0.01%
3161
2021
Q4
$0
Buy
+50
New
+$400
﹤0.01%
3532
Other funds holding ESPR
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$5.7T AUM
30.48%
1-Year Est. Return
WA
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$15.3B AUM
25.06%
1-Year Est. Return
TSC
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Rye, New York
$2.17B AUM
169.27%
1-Year Est. Return
O
OrbiMed
New York
$4.59B AUM
125.28%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
Marshall Wace
London, United Kingdom
$93.4B AUM
35.1%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
D.E. Shaw & Co
New York
$127B AUM
43.98%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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