Cassaday & Co Wealth Management’s Esperion Therapeutics ESPR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.4K | Hold |
11,615
| – | – | ﹤0.01% | 332 |
|
2025
Q1 | $16.7K | Hold |
11,615
| – | – | ﹤0.01% | 317 |
|
2024
Q4 | $25.6K | Sell |
11,615
-1,667
| -13% | -$3.67K | ﹤0.01% | 319 |
|
2024
Q3 | $21.9K | Buy |
13,282
+1,667
| +14% | +$2.75K | ﹤0.01% | 311 |
|
2024
Q2 | $25.8K | Hold |
11,615
| – | – | ﹤0.01% | 290 |
|
2024
Q1 | $31.1K | Buy |
+11,615
| New | +$31.1K | ﹤0.01% | 295 |
|