CFM Wealth Partners’s Enterprise Products Partners EPD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.95M	Hold	183,670	–	–	1.04%	25
2025 Q4	$5.89M	Sell	183,670 -4,000	-2%	-$126K	0.85%	33
2025 Q3	$5.87M	Sell	187,670 -276	-0.1%	-$8.71K	0.85%	31
2025 Q2	$5.83M	Sell	187,946 -6,788	-3%	-$211K	0.93%	29
2025 Q1	$6.65M	Buy	194,734 +14,774	+8%	+$492K	1.17%	24
2024 Q4	$5.64M	Sell	179,960 -1,026	-0.6%	-$31.5K	0.95%	29
2024 Q3	$5.27M	Hold	180,986	–	–	0.92%	30
2024 Q2	$5.24M	Buy	180,986 +20,736	+13%	+$595K	0.96%	27
2024 Q1	$4.68M	Buy	160,250 +18,358	+13%	+$504K	0.94%	30
2023 Q4	$3.74M	Buy	+141,892	New	+$3.78M	0.85%	31
2023 Q3	–	Sell	-140,903	Closed	-$3.71M	–	145
2023 Q2	$3.71M	Buy	+140,903	New	+$3.68M	0.9%	29
2023 Q1	–	Sell	-142,577	Closed	-$3.44M	–	159
2022 Q4	$3.44M	Buy	+142,577	New	+$3.51M	1.03%	25
2022 Q3	–	Sell	-145,774	Closed	-$3.55M	–	157
2022 Q2	$3.55M	Sell	145,774 -1,201	-0.8%	-$31.6K	1.07%	24
2022 Q1	$3.79M	Sell	146,975 -436	-0.3%	-$10.6K	0.91%	26
2021 Q4	$3.34M	Sell	147,411 -1,293	-0.9%	-$29K	0.75%	35
2021 Q3	$3.22M	Buy	+148,704	New	+$3.38M	0.81%	33