CWM
C2C Wealth Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Sell |
60,146
-632
| -1% | -$19.6K | 1.69% | 14 |
|
|
2025
Q1 | $2.07M | Sell |
60,778
-1,108
| -2% | -$37.8K | 1.95% | 13 |
|
|
2024
Q4 | $1.94M | Hold |
61,886
| – | – | 1.8% | 13 |
|
|
2024
Q3 | $1.77M | Buy |
61,886
+1,490
| +2% | +$42.7K | 1.65% | 15 |
|
|
2024
Q2 | $1.75M | Hold |
60,396
| – | – | 1.71% | 14 |
|
|
2024
Q1 | $1.76M | Hold |
60,396
| – | – | 1.75% | 15 |
|
|
2023
Q4 | $1.58M | Sell |
60,396
-1,000
| -2% | -$26.2K | 1.34% | 17 |
|
|
2023
Q3 | $1.67M | Hold |
61,396
| – | – | 0.24% | 43 |
|
|
2023
Q2 | $1.64M | Buy |
61,396
+2,000
| +3% | +$53.4K | 0.22% | 49 |
|
|
2023
Q1 | $1.59M | Hold |
59,396
| – | – | 0.26% | 50 |
|
|
2022
Q4 | $1.51M | Sell |
59,396
-3,000
| -5% | -$76.4K | 0.26% | 43 |
|
|
2022
Q3 | $1.55M | Sell |
62,396
-2,605
| -4% | -$64.6K | 0.3% | 36 |
|
|
2022
Q2 | $1.64M | Buy |
65,001
+2,095
| +3% | +$53K | 0.3% | 37 |
|
|
2022
Q1 | $1.71M | Buy |
62,906
+550
| +0.9% | +$14.9K | 0.29% | 40 |
|
|
2021
Q4 | $1.37M | Buy |
+62,356
| New | +$1.37M | 0.2% | 61 |
|