PWA
PCG Wealth Advisors’s EPR Properties EPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Hold |
19,880
| – | – | 0.59% | 44 |
|
|
2025
Q1 | $1.05M | Buy |
19,880
+5,776
| +41% | +$304K | 0.37% | 71 |
|
|
2024
Q4 | $625K | Hold |
14,104
| – | – | 0.23% | 80 |
|
|
2024
Q3 | $692K | Hold |
14,104
| – | – | 0.27% | 72 |
|
|
2024
Q2 | $592K | Hold |
14,104
| – | – | 0.26% | 70 |
|
|
2024
Q1 | $599K | Buy |
14,104
+6,181
| +78% | +$262K | 0.28% | 63 |
|
|
2023
Q4 | $384K | Hold |
7,923
| – | – | 0.21% | 70 |
|
|
2023
Q3 | $329K | Hold |
7,923
| – | – | 0.22% | 75 |
|
|
2023
Q2 | $371K | Hold |
7,923
| – | – | 0.23% | 73 |
|
|
2023
Q1 | $302K | Buy |
+7,923
| New | +$302K | 0.19% | 83 |
|
|
2022
Q4 | – | Sell |
-7,284
| Closed | -$262K | – | 119 |
|
|
2022
Q3 | $262K | Buy |
+7,284
| New | +$262K | 0.09% | 114 |
|