Creative Planning’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 | $256K | Sell |
93,492
-23,875
| -20% | -$75.6K | ﹤0.01% | 3546 |
|
|
2025
Q4 | $434K | Buy |
117,367
+67,454
| +135% | +$218K | ﹤0.01% | 2957 |
|
|
2025
Q3 | $132K | Buy |
+49,913
| New | +$96.5K | ﹤0.01% | 3620 |
|
|
2025
Q1 | – | Sell |
-34,989
| Closed | -$77K | – | 3540 |
|
|
2024
Q4 | $77K | Buy |
34,989
+11,756
| +51% | +$27.4K | ﹤0.01% | 3193 |
|
|
2024
Q3 | $38.3K | Buy |
23,233
+2,636
| +13% | +$5.32K | ﹤0.01% | 3117 |
|
|
2024
Q2 | $45.7K | Buy |
+20,597
| New | +$48.5K | ﹤0.01% | 2931 |
|
|
2023
Q4 | – | Sell |
-100
| Closed | -$98 | – | 2858 |
|
|
2023
Q3 | $98 | Buy |
+100
| New | +$145 | ﹤0.01% | 2880 |
|
|
2020
Q1 | – | Sell |
-7,876
| Closed | -$470K | – | 1934 |
|
|
2019
Q4 | $470K | Hold |
7,876
| – | – | ﹤0.01% | 1144 |
|
|
2019
Q3 | $289K | Sell |
7,876
-235
| -3% | -$9.31K | ﹤0.01% | 1385 |
|
|
2019
Q2 | $377K | Sell |
8,111
-19,493
| -71% | -$915K | ﹤0.01% | 1228 |
|
|
2019
Q1 | $1.11M | Buy |
27,604
+19,755
| +252% | +$886K | ﹤0.01% | 688 |
|
|
2018
Q4 | $361K | Buy |
7,849
+287
| +4% | +$13.8K | ﹤0.01% | 1128 |
|
|
2018
Q3 | $336K | Buy |
7,562
+2,236
| +42% | +$103K | ﹤0.01% | 1327 |
|
|
2018
Q2 | $209K | Sell |
5,326
-10,110
| -65% | -$511K | ﹤0.01% | 1620 |
|
|
2018
Q1 | $1.12M | Buy |
15,436
+10,660
| +223% | +$783K | ﹤0.01% | 677 |
|
|
2017
Q4 | $314K | Buy |
+4,776
| New | +$257K | ﹤0.01% | 1336 |
|
|
2017
Q3 | – | Sell |
-3,100
| Closed | -$143K | – | 2434 |
|
|
2017
Q2 | $143K | Sell |
3,100
-1
| -0% | -$37 | ﹤0.01% | 1725 |
|
|
2017
Q1 | $109K | Buy |
+3,101
| New | +$71K | ﹤0.01% | 1895 |
|
Other funds holding ESPR
WA
TSC
O
VCM
