RSWM
Robertson Stephens Wealth Management’s EPR Properties EPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Hold |
4,700
| – | – | 0.01% | 470 |
|
|
2025
Q1 | $249K | Hold |
4,700
| – | – | 0.01% | 478 |
|
|
2024
Q4 | $209K | Hold |
4,700
| – | – | 0.01% | 535 |
|
|
2024
Q3 | $232K | Sell |
4,700
-50
| -1% | -$2.47K | 0.01% | 573 |
|
|
2024
Q2 | $201K | Buy |
4,750
+50
| +1% | +$2.11K | 0.01% | 477 |
|
|
2024
Q1 | $201K | Sell |
4,700
-24
| -0.5% | -$1.03K | 0.01% | 481 |
|
|
2023
Q4 | $230K | Buy |
+4,724
| New | +$230K | 0.01% | 420 |
|
|
2023
Q3 | – | Sell |
-4,703
| Closed | -$221K | – | 452 |
|
|
2023
Q2 | $221K | Buy |
+4,703
| New | +$221K | 0.02% | 394 |
|
|
2022
Q3 | – | Sell |
-4,700
| Closed | -$221K | – | 367 |
|
|
2022
Q2 | $221K | Hold |
4,700
| – | – | 0.02% | 340 |
|
|
2022
Q1 | $258K | Hold |
4,700
| – | – | 0.02% | 337 |
|
|
2021
Q4 | $224K | Buy |
+4,700
| New | +$224K | 0.02% | 366 |
|