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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.87M | Sell |
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|
2025
Q2 | $5.83M | Sell |
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|
2025
Q1 | $6.65M | Buy |
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|
2024
Q4 | $5.64M | Sell |
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|
2024
Q3 | $5.27M | Hold |
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|
2024
Q2 | $5.24M | Buy |
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|
2024
Q1 | $4.68M | Buy |
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|
2023
Q4 | $3.74M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $3.71M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $3.44M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $3.55M | Sell |
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|
2022
Q1 | $3.79M | Sell |
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|
2021
Q4 | $3.34M | Sell |
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|
2021
Q3 | $3.22M | Buy |
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