Geneos Wealth Management’s Esperion Therapeutics ESPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,150
| Closed | -$15.7K | – | 3105 |
|
|
2024
Q4 | $15.7K | Hold |
7,150
| – | – | ﹤0.01% | 1845 |
|
|
2024
Q3 | $11.8K | Hold |
7,150
| – | – | ﹤0.01% | 1771 |
|
|
2024
Q2 | $15.9K | Buy |
+7,150
| New | +$16.8K | ﹤0.01% | 1409 |
|
|
2023
Q2 | – | Sell |
-9,750
| Closed | -$15.5K | – | 2081 |
|
|
2023
Q1 | $15.5K | Hold |
9,750
| – | – | ﹤0.01% | 1426 |
|
|
2022
Q4 | $60.7K | Hold |
9,750
| – | – | ﹤0.01% | 981 |
|
|
2022
Q3 | $65K | Sell |
9,750
-430
| -4% | -$2.95K | ﹤0.01% | 939 |
|
|
2022
Q2 | $65K | Sell |
10,180
-21,351
| -68% | -$121K | ﹤0.01% | 1171 |
|
|
2022
Q1 | $146K | Hold |
31,531
| – | – | 0.01% | 938 |
|
|
2021
Q4 | $157K | Buy |
31,531
+30,631
| +3,403% | +$245K | 0.01% | 974 |
|
|
2021
Q3 | $10K | Hold |
900
| – | – | ﹤0.01% | 2216 |
|
|
2021
Q2 | $18K | Hold |
900
| – | – | ﹤0.01% | 1957 |
|
|
2021
Q1 | $24K | Hold |
900
| – | – | ﹤0.01% | 1975 |
|
|
2020
Q4 | $24K | Sell |
900
-570
| -39% | -$17.1K | ﹤0.01% | 1791 |
|
|
2020
Q3 | $55K | Hold |
1,470
| – | – | ﹤0.01% | 1207 |
|
|
2020
Q2 | $67K | Sell |
1,470
-150
| -9% | -$6.28K | ﹤0.01% | 1092 |
|
|
2020
Q1 | $57K | Buy |
1,620
+1,130
| +231% | +$59.6K | ﹤0.01% | 1062 |
|
|
2019
Q4 | $29K | Sell |
490
-73
| -13% | -$3.28K | ﹤0.01% | 1518 |
|
|
2019
Q3 | $21K | Hold |
563
| – | – | ﹤0.01% | 1570 |
|
|
2019
Q2 | $26K | Hold |
563
| – | – | ﹤0.01% | 1506 |
|
|
2019
Q1 | $22K | Hold |
563
| – | – | ﹤0.01% | 1525 |
|
|
2018
Q4 | $24K | Buy |
563
+73
| +15% | +$3.52K | ﹤0.01% | 1417 |
|
|
2018
Q3 | $21K | Buy |
490
+240
| +96% | +$11K | ﹤0.01% | 1548 |
|
|
2018
Q2 | $9K | Buy |
+250
| New | +$12.6K | ﹤0.01% | 1754 |
|
Other funds holding ESPR
WA
BG
PCM
TSC
