Carson Wealth (CWM LLC)’s Enerpac Tool Group EPAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $88K | Buy |
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|
2025
Q4 | $66K | Sell |
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|
2025
Q3 | $71K | Sell |
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|
2025
Q2 | $75K | Sell |
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|
2025
Q1 | $101K | Buy |
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|
2024
Q4 | $89K | Buy |
|
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|
2024
Q3 | $79K | Sell |
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|
2024
Q2 | $87K | Buy |
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|
2024
Q1 | $43K | Buy |
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|
2023
Q4 | $37K | Sell |
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|
2023
Q3 | $33K | Sell |
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|
2023
Q2 | $42K | Buy |
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|
2023
Q1 | $37K | Sell |
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|
2022
Q4 | $47K | Buy |
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|
2022
Q3 | $21K | Sell |
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|
2022
Q2 | $29K | Sell |
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|
2022
Q1 | $33K | Buy |
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|
2021
Q4 | $4K | Buy |
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