CPWA
Cerro Pacific Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $452K | Hold |
14,589
| – | – | 0.13% | 110 |
|
|
2025
Q1 | $458K | Hold |
14,589
| – | – | 0.15% | 107 |
|
|
2024
Q4 | $425K | Hold |
14,589
| – | – | 0.14% | 110 |
|
|
2024
Q3 | $423K | Hold |
14,589
| – | – | 0.16% | 106 |
|
|
2024
Q2 | $423K | Buy |
+14,589
| New | +$423K | 0.16% | 107 |
|
|
2023
Q1 | $424K | Hold |
16,352
| – | – | 0.23% | 100 |
|
|
2022
Q4 | $394K | Buy |
16,352
+84
| +0.5% | +$2.03K | 0.21% | 115 |
|
|
2022
Q3 | $387K | Hold |
16,268
| – | – | 0.23% | 102 |
|
|
2022
Q2 | $396K | Hold |
16,268
| – | – | 0.25% | 103 |
|
|
2022
Q1 | $420K | Hold |
16,268
| – | – | 0.26% | 97 |
|
|
2021
Q4 | $357K | Sell |
16,268
-1,600
| -9% | -$35.1K | 0.23% | 101 |
|
|
2021
Q3 | $387K | Sell |
17,868
-1
| -0% | -$22 | 0.28% | 99 |
|
|
2021
Q2 | $431K | Buy |
+17,869
| New | +$431K | 0.32% | 90 |
|
|
2020
Q4 | $847K | Buy |
+43,255
| New | +$847K | 0.51% | 61 |
|