Moran Wealth Management’s Essential Properties Realty Trust EPRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Sell |
54,430
-617
| -1% | -$19.7K | 0.05% | 290 |
|
|
2025
Q1 | $1.8M | Sell |
55,047
-678
| -1% | -$22.1K | 0.06% | 274 |
|
|
2024
Q4 | $1.74M | Sell |
55,725
-4,689
| -8% | -$147K | 0.06% | 261 |
|
|
2024
Q3 | $2.06M | Buy |
60,414
+135
| +0.2% | +$4.61K | 0.06% | 256 |
|
|
2024
Q2 | $1.67M | Sell |
60,279
-1,753
| -3% | -$48.6K | 0.06% | 256 |
|
|
2024
Q1 | $1.65M | Sell |
62,032
-1,291
| -2% | -$34.4K | 0.05% | 261 |
|
|
2023
Q4 | $1.62M | Buy |
+63,323
| New | +$1.62M | 0.06% | 263 |
|
|
2023
Q3 | – | Sell |
-13,644
| Closed | -$321K | – | 380 |
|
|
2023
Q2 | $321K | Buy |
+13,644
| New | +$321K | 0.01% | 337 |
|