Carson Wealth (CWM LLC)’s Enerpac Tool Group EPAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75K | Sell |
1,861
-384
| -17% | -$15.5K | ﹤0.01% | 2948 |
|
|
2025
Q1 | $101K | Buy |
2,245
+76
| +4% | +$3.42K | ﹤0.01% | 2416 |
|
|
2024
Q4 | $89K | Buy |
2,169
+272
| +14% | +$11.2K | ﹤0.01% | 2360 |
|
|
2024
Q3 | $79K | Sell |
1,897
-378
| -17% | -$15.7K | ﹤0.01% | 2349 |
|
|
2024
Q2 | $87K | Buy |
2,275
+1,073
| +89% | +$41K | ﹤0.01% | 2052 |
|
|
2024
Q1 | $43K | Buy |
1,202
+7
| +0.6% | +$250 | ﹤0.01% | 2391 |
|
|
2023
Q4 | $37K | Sell |
1,195
-72
| -6% | -$2.23K | ﹤0.01% | 2355 |
|
|
2023
Q3 | $33K | Sell |
1,267
-271
| -18% | -$7.06K | ﹤0.01% | 2334 |
|
|
2023
Q2 | $42K | Buy |
1,538
+84
| +6% | +$2.29K | ﹤0.01% | 2102 |
|
|
2023
Q1 | $37K | Sell |
1,454
-383
| -21% | -$9.75K | ﹤0.01% | 2071 |
|
|
2022
Q4 | $47K | Buy |
1,837
+663
| +56% | +$17K | ﹤0.01% | 1774 |
|
|
2022
Q3 | $21K | Sell |
1,174
-342
| -23% | -$6.12K | ﹤0.01% | 2187 |
|
|
2022
Q2 | $29K | Sell |
1,516
-12
| -0.8% | -$230 | ﹤0.01% | 1903 |
|
|
2022
Q1 | $33K | Buy |
1,528
+1,319
| +631% | +$28.5K | ﹤0.01% | 1799 |
|
|
2021
Q4 | $4K | Buy |
+209
| New | +$4K | ﹤0.01% | 2806 |
|