CFM Wealth Partners’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.83M | Sell |
187,946
-6,788
| -3% | -$210K | 0.93% | 29 |
|
|
2025
Q1 | $6.65M | Buy |
194,734
+14,774
| +8% | +$504K | 1.17% | 24 |
|
|
2024
Q4 | $5.64M | Sell |
179,960
-1,026
| -0.6% | -$32.2K | 0.95% | 29 |
|
|
2024
Q3 | $5.27M | Hold |
180,986
| – | – | 0.92% | 30 |
|
|
2024
Q2 | $5.24M | Buy |
180,986
+20,736
| +13% | +$601K | 0.96% | 27 |
|
|
2024
Q1 | $4.68M | Buy |
160,250
+18,358
| +13% | +$536K | 0.94% | 30 |
|
|
2023
Q4 | $3.74M | Buy |
+141,892
| New | +$3.74M | 0.85% | 31 |
|
|
2023
Q3 | – | Sell |
-140,903
| Closed | -$3.71M | – | 145 |
|
|
2023
Q2 | $3.71M | Buy |
+140,903
| New | +$3.71M | 0.9% | 29 |
|
|
2023
Q1 | – | Sell |
-142,577
| Closed | -$3.44M | – | 158 |
|
|
2022
Q4 | $3.44M | Buy |
+142,577
| New | +$3.44M | 1.03% | 25 |
|
|
2022
Q3 | – | Sell |
-145,774
| Closed | -$3.55M | – | 157 |
|
|
2022
Q2 | $3.55M | Sell |
145,774
-1,201
| -0.8% | -$29.3K | 1.07% | 24 |
|
|
2022
Q1 | $3.79M | Sell |
146,975
-436
| -0.3% | -$11.3K | 0.91% | 26 |
|
|
2021
Q4 | $3.34M | Sell |
147,411
-1,293
| -0.9% | -$29.3K | 0.75% | 35 |
|
|
2021
Q3 | $3.22M | Buy |
+148,704
| New | +$3.22M | 0.81% | 33 |
|