Heritage Wealth Advisors’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 | $175K | Hold |
3,000
| – | – | 0.01% | 214 |
|
|
2025
Q1 | $158K | Hold |
3,000
| – | – | 0.01% | 217 |
|
|
2024
Q4 | $133K | Hold |
3,000
| – | – | 0.01% | 234 |
|
|
2024
Q3 | $147K | Hold |
3,000
| – | – | 0.01% | 236 |
|
|
2024
Q2 | $126K | Hold |
3,000
| – | – | 0.01% | 236 |
|
|
2024
Q1 | $127K | Hold |
3,000
| – | – | 0.01% | 243 |
|
|
2023
Q4 | $145K | Hold |
3,000
| – | – | 0.01% | 238 |
|
|
2023
Q3 | $125K | Hold |
3,000
| – | – | 0.01% | 236 |
|
|
2023
Q2 | $140K | Hold |
3,000
| – | – | 0.01% | 230 |
|
|
2023
Q1 | $114K | Hold |
3,000
| – | – | 0.01% | 250 |
|
|
2022
Q4 | $113K | Hold |
3,000
| – | – | 0.01% | 255 |
|
|
2022
Q3 | $108K | Hold |
3,000
| – | – | 0.01% | 247 |
|
|
2022
Q2 | $141K | Hold |
3,000
| – | – | 0.01% | 232 |
|
|
2022
Q1 | $164K | Hold |
3,000
| – | – | 0.01% | 213 |
|
|
2021
Q4 | $142K | Hold |
3,000
| – | – | 0.01% | 232 |
|
|
2021
Q3 | $148K | Hold |
3,000
| – | – | 0.01% | 220 |
|
|
2021
Q2 | $158K | Hold |
3,000
| – | – | 0.01% | 219 |
|
|
2021
Q1 | $140K | Hold |
3,000
| – | – | 0.01% | 229 |
|
|
2020
Q4 | $98K | Hold |
3,000
| – | – | 0.01% | 260 |
|
|
2020
Q3 | $82.5K | Hold |
3,000
| – | – | 0.01% | 229 |
|
|
2020
Q2 | $99.4K | Buy |
+3,000
| New | +$99.4K | 0.01% | 205 |
|