Charles Schwab’s Essential Properties Realty Trust EPRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105M | Buy |
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|
2025
Q1 | $98.5M | Buy |
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|
2024
Q4 | $89.9M | Buy |
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|
2024
Q3 | $96.6M | Buy |
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|
2024
Q2 | $74.5M | Buy |
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|
2024
Q1 | $61.7M | Buy |
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|
2023
Q4 | $57M | Buy |
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|
2023
Q3 | $47.8M | Buy |
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|
2023
Q2 | $47.8M | Buy |
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|
2023
Q1 | $48.1M | Sell |
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|
2022
Q4 | $45.8M | Buy |
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|
2022
Q3 | $35.5M | Buy |
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|
2022
Q2 | $34.6M | Buy |
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|
2022
Q1 | $37.1M | Buy |
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|
2021
Q4 | $40.6M | Buy |
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|
2021
Q3 | $37.5M | Buy |
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|
2021
Q2 | $35.5M | Buy |
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|
2021
Q1 | $26.9M | Buy |
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|
2020
Q4 | $23.6M | Buy |
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|
2020
Q3 | $19.3M | Buy |
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|
2020
Q2 | $14.7M | Buy |
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|
2020
Q1 | $7.32M | Buy |
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|
2019
Q4 | $12.4M | Buy |
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|
2019
Q3 | $11.3M | Buy |
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|
2019
Q2 | $3.4M | Buy |
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|
2019
Q1 | $2.79M | Buy |
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|
2018
Q4 | $1.1M | Buy |
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|
2018
Q3 | $1.09M | Buy |
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