Charles Schwab’s Esperion Therapeutics ESPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.84M | Sell |
670,285
-45,041
| -6% | -$143K | ﹤0.01% | 2740 |
|
|
2025
Q4 | $2.65M | Buy |
715,326
+128,902
| +22% | +$417K | ﹤0.01% | 2680 |
|
|
2025
Q3 | $1.55M | Sell |
586,424
-30,715
| -5% | -$59.4K | ﹤0.01% | 2813 |
|
|
2025
Q2 | $608K | Buy |
617,139
+62,923
| +11% | +$63K | ﹤0.01% | 3073 |
|
|
2025
Q1 | $798K | Hold |
554,216
| – | – | ﹤0.01% | 2917 |
|
|
2024
Q4 | $1.22M | Sell |
554,216
-698
| -0.1% | -$1.63K | ﹤0.01% | 2837 |
|
|
2024
Q3 | $916K | Hold |
554,914
| – | – | ﹤0.01% | 2944 |
|
|
2024
Q2 | $1.23M | Buy |
554,914
+496,923
| +857% | +$1.17M | ﹤0.01% | 2849 |
|
|
2024
Q1 | $155K | Hold |
57,991
| – | – | ﹤0.01% | 3265 |
|
|
2023
Q4 | $173K | Hold |
57,991
| – | – | ﹤0.01% | 3291 |
|
|
2023
Q3 | $56.8K | Buy |
+57,991
| New | +$83.9K | ﹤0.01% | 3397 |
|
|
2023
Q2 | – | Sell |
-199,811
| Closed | -$318K | – | 3631 |
|
|
2023
Q1 | $318K | Buy |
199,811
+2,859
| +1% | +$14.8K | ﹤0.01% | 3076 |
|
|
2022
Q4 | $1.23M | Buy |
196,952
+27,126
| +16% | +$194K | ﹤0.01% | 2714 |
|
|
2022
Q3 | $1.14M | Buy |
169,826
+8,011
| +5% | +$55K | ﹤0.01% | 2750 |
|
|
2022
Q2 | $1.03M | Buy |
161,815
+9,606
| +6% | +$54.5K | ﹤0.01% | 2783 |
|
|
2022
Q1 | $707K | Buy |
152,209
+71,549
| +89% | +$307K | ﹤0.01% | 2987 |
|
|
2021
Q4 | $404K | Buy |
80,660
+12,577
| +18% | +$101K | ﹤0.01% | 3218 |
|
|
2021
Q3 | $821K | Sell |
68,083
-122,414
| -64% | -$1.78M | ﹤0.01% | 2947 |
|
|
2021
Q2 | $4.03M | Buy |
190,497
+4,315
| +2% | +$104K | ﹤0.01% | 2449 |
|
|
2021
Q1 | $5.22M | Buy |
186,182
+4,894
| +3% | +$144K | ﹤0.01% | 2282 |
|
|
2020
Q4 | $4.71M | Buy |
181,288
+3,263
| +2% | +$97.7K | ﹤0.01% | 2246 |
|
|
2020
Q3 | $6.62M | Buy |
178,025
+8,823
| +5% | +$349K | ﹤0.01% | 1933 |
|
|
2020
Q2 | $8.68M | Sell |
169,202
-14,529
| -8% | -$608K | ﹤0.01% | 1728 |
|
|
2020
Q1 | $5.79M | Sell |
183,731
-38,221
| -17% | -$2.02M | ﹤0.01% | 1759 |
|
|
2019
Q4 | $13.2M | Sell |
221,952
-18,742
| -8% | -$843K | 0.01% | 1494 |
|
|
2019
Q3 | $8.82M | Buy |
240,694
+52,309
| +28% | +$2.07M | 0.01% | 1673 |
|
|
2019
Q2 | $8.76M | Buy |
188,385
+51,343
| +37% | +$2.41M | 0.01% | 1681 |
|
|
2019
Q1 | $5.5M | Buy |
137,042
+5,069
| +4% | +$227K | ﹤0.01% | 1941 |
|
|
2018
Q4 | $6.07M | Sell |
131,973
-2,563
| -2% | -$123K | ﹤0.01% | 1791 |
|
|
2018
Q3 | $5.97M | Buy |
134,536
+23,147
| +21% | +$1.06M | ﹤0.01% | 1954 |
|
|
2018
Q2 | $4.37M | Buy |
111,389
+15,947
| +17% | +$806K | ﹤0.01% | 2070 |
|
|
2018
Q1 | $6.9M | Buy |
95,442
+4,471
| +5% | +$328K | 0.01% | 1759 |
|
|
2017
Q4 | $5.99M | Sell |
90,971
-872
| -0.9% | -$46.9K | ﹤0.01% | 1826 |
|
|
2017
Q3 | $4.6M | Buy |
91,843
+23,568
| +35% | +$1.14M | ﹤0.01% | 1922 |
|
|
2017
Q2 | $3.16M | Buy |
68,275
+13,146
| +24% | +$483K | ﹤0.01% | 2044 |
|
|
2017
Q1 | $1.95M | Buy |
55,129
+9,478
| +21% | +$217K | ﹤0.01% | 2206 |
|
|
2016
Q4 | $572K | Buy |
45,651
+21,787
| +91% | +$259K | ﹤0.01% | 2606 |
|
|
2016
Q3 | $331K | Sell |
23,864
-17,580
| -42% | -$199K | ﹤0.01% | 2753 |
|
|
2016
Q2 | $410K | Sell |
41,444
-5,106
| -11% | -$84.6K | ﹤0.01% | 2664 |
|
|
2016
Q1 | $788K | Buy |
46,550
+1,001
| +2% | +$16.1K | ﹤0.01% | 2417 |
|
|
2015
Q4 | $1.01M | Buy |
45,549
+1,413
| +3% | +$35.6K | ﹤0.01% | 2382 |
|
|
2015
Q3 | $1.04M | Buy |
44,136
+21,666
| +96% | +$1.36M | ﹤0.01% | 2368 |
|
|
2015
Q2 | $1.84M | Buy |
22,470
+13,270
| +144% | +$1.3M | ﹤0.01% | 2144 |
|
|
2015
Q1 | $852K | Buy |
9,200
+2,100
| +30% | +$136K | ﹤0.01% | 2435 |
|
|
2014
Q4 | $288K | Buy |
+7,100
| New | +$217K | ﹤0.01% | 2856 |
|
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