Heritage Wealth Advisors’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $174K | Hold |
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|
2025
Q2 | $175K | Hold |
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|
2025
Q1 | $158K | Hold |
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|
2024
Q4 | $133K | Hold |
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|
2024
Q3 | $147K | Hold |
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|
2024
Q2 | $126K | Hold |
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|
2024
Q1 | $127K | Hold |
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|
2023
Q4 | $145K | Hold |
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|
2023
Q3 | $125K | Hold |
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|
2023
Q2 | $140K | Hold |
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|
2023
Q1 | $114K | Hold |
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|
2022
Q4 | $113K | Hold |
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|
2022
Q3 | $108K | Hold |
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|
2022
Q2 | $141K | Hold |
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|
2022
Q1 | $164K | Hold |
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|
2021
Q4 | $142K | Hold |
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|
2021
Q3 | $148K | Hold |
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|
2021
Q2 | $158K | Hold |
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|
2021
Q1 | $140K | Hold |
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|
2020
Q4 | $98K | Hold |
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|
2020
Q3 | $82.5K | Hold |
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|
2020
Q2 | $99.4K | Buy |
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