Cyndeo Wealth Partners’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.41M | Buy |
161,474
+6,520
| +4% | +$380K | 0.56% | 47 |
|
|
2025
Q1 | $8.15M | Buy |
154,954
+8,922
| +6% | +$469K | 0.54% | 54 |
|
|
2024
Q4 | $6.47M | Buy |
146,032
+8,102
| +6% | +$359K | 0.44% | 73 |
|
|
2024
Q3 | $6.76M | Buy |
137,930
+9,141
| +7% | +$448K | 0.47% | 64 |
|
|
2024
Q2 | $5.41M | Buy |
128,789
+8,609
| +7% | +$361K | 0.42% | 70 |
|
|
2024
Q1 | $5.1M | Buy |
120,180
+17,935
| +18% | +$761K | 0.42% | 76 |
|
|
2023
Q4 | $4.95M | Buy |
102,245
+16,275
| +19% | +$789K | 0.46% | 68 |
|
|
2023
Q3 | $3.57M | Buy |
85,970
+4,779
| +6% | +$199K | 0.37% | 90 |
|
|
2023
Q2 | $3.8M | Buy |
+81,191
| New | +$3.8M | 0.4% | 84 |
|