Carson Wealth (CWM LLC)’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.78M | Buy |
121,883
+23,409
| +24% | +$726K | 0.01% | 681 |
|
|
2025
Q1 | $3.36M | Sell |
98,474
-13,132
| -12% | -$448K | 0.01% | 643 |
|
|
2024
Q4 | $3.5M | Buy |
111,606
+39,562
| +55% | +$1.24M | 0.01% | 569 |
|
|
2024
Q3 | $2.1M | Buy |
72,044
+5,590
| +8% | +$163K | 0.01% | 685 |
|
|
2024
Q2 | $1.93M | Buy |
66,454
+18,634
| +39% | +$540K | 0.01% | 655 |
|
|
2024
Q1 | $1.4M | Buy |
47,820
+4,307
| +10% | +$126K | 0.01% | 725 |
|
|
2023
Q4 | $1.15M | Sell |
43,513
-13,702
| -24% | -$361K | 0.01% | 748 |
|
|
2023
Q3 | $1.57M | Buy |
57,215
+8,448
| +17% | +$231K | 0.01% | 604 |
|
|
2023
Q2 | $1.29M | Buy |
48,767
+9,512
| +24% | +$251K | 0.01% | 621 |
|
|
2023
Q1 | $1.02M | Sell |
39,255
-208
| -0.5% | -$5.39K | 0.01% | 659 |
|
|
2022
Q4 | $952K | Buy |
39,463
+11,783
| +43% | +$284K | 0.01% | 630 |
|
|
2022
Q3 | $658K | Buy |
27,680
+6,215
| +29% | +$148K | 0.01% | 674 |
|
|
2022
Q2 | $523K | Buy |
21,465
+1,504
| +8% | +$36.6K | ﹤0.01% | 720 |
|
|
2022
Q1 | $515K | Buy |
19,961
+1,397
| +8% | +$36K | ﹤0.01% | 724 |
|
|
2021
Q4 | $408K | Buy |
+18,564
| New | +$408K | ﹤0.01% | 781 |
|
|
2021
Q2 | $333K | Hold |
13,815
| – | – | ﹤0.01% | 763 |
|
|
2021
Q1 | $333K | Hold |
13,815
| – | – | ﹤0.01% | 763 |
|
|
2020
Q4 | $333K | Hold |
13,815
| – | – | ﹤0.01% | 763 |
|
|
2020
Q3 | $333K | Hold |
13,815
| – | – | ﹤0.01% | 763 |
|
|
2020
Q2 | $333K | Hold |
13,815
| – | – | ﹤0.01% | 763 |
|
|
2020
Q1 | $333K | Hold |
13,815
| – | – | ﹤0.01% | 763 |
|
|
2019
Q4 | $333K | Hold |
13,815
| – | – | ﹤0.01% | 763 |
|
|
2019
Q3 | $333K | Hold |
13,815
| – | – | ﹤0.01% | 763 |
|
|
2019
Q2 | $333K | Hold |
13,815
| – | – | ﹤0.01% | 763 |
|
|
2019
Q1 | $333K | Buy |
13,815
+11,465
| +488% | +$276K | ﹤0.01% | 763 |
|
|
2018
Q4 | $58K | Buy |
2,350
+1,000
| +74% | +$24.7K | ﹤0.01% | 843 |
|
|
2018
Q3 | $39K | Hold |
1,350
| – | – | ﹤0.01% | 793 |
|
|
2018
Q2 | $37K | Hold |
1,350
| – | – | ﹤0.01% | 696 |
|
|
2018
Q1 | $33K | Hold |
1,350
| – | – | ﹤0.01% | 622 |
|
|
2017
Q4 | $36K | Buy |
1,350
+160
| +13% | +$4.27K | ﹤0.01% | 583 |
|
|
2017
Q3 | $31K | Buy |
1,190
+140
| +13% | +$3.65K | ﹤0.01% | 614 |
|
|
2017
Q2 | $28K | Hold |
1,050
| – | – | ﹤0.01% | 575 |
|
|
2017
Q1 | $29K | Hold |
1,050
| – | – | ﹤0.01% | 544 |
|
|
2016
Q4 | $28K | Sell |
1,050
-577
| -35% | -$15.4K | ﹤0.01% | 526 |
|
|
2016
Q3 | $45K | Buy |
1,627
+577
| +55% | +$16K | ﹤0.01% | 433 |
|
|
2016
Q2 | $31K | Buy |
+1,050
| New | +$31K | ﹤0.01% | 419 |
|
|
2014
Q1 | – | Sell |
-410
| Closed | -$14K | – | 235 |
|
|
2013
Q4 | $14K | Buy |
+410
| New | +$14K | ﹤0.01% | 374 |
|