Empirical Wealth Management’s EPR Properties EPR Stock Holding History

Empirical Wealth Management’s Portfolio EPR Stock Details EPR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$470K	Buy
2023 Q2	–	Sell
2023 Q1	$785K	Buy
2022 Q4	$770K	Hold
2022 Q3	$732K	Buy
2022 Q2	$815K	Hold
2022 Q1	$950K	Hold
2021 Q4	$825K	Buy