CWP
CFM Wealth Partners’s Targa Resources TRGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Hold |
6,709
| – | – | 0.19% | 72 |
|
|
2025
Q1 | $1.34M | Hold |
6,709
| – | – | 0.24% | 66 |
|
|
2024
Q4 | $1.2M | Sell |
6,709
-204
| -3% | -$36.4K | 0.2% | 72 |
|
|
2024
Q3 | $1.02M | Hold |
6,913
| – | – | 0.18% | 80 |
|
|
2024
Q2 | $890K | Sell |
6,913
-416
| -6% | -$53.6K | 0.16% | 80 |
|
|
2024
Q1 | $821K | Sell |
7,329
-226
| -3% | -$25.3K | 0.16% | 82 |
|
|
2023
Q4 | $656K | Sell |
7,555
-19
| -0.3% | -$1.65K | 0.15% | 94 |
|
|
2023
Q3 | $649K | Sell |
7,574
-297
| -4% | -$25.5K | 0.17% | 87 |
|
|
2023
Q2 | $599K | Sell |
7,871
-44
| -0.6% | -$3.35K | 0.15% | 99 |
|
|
2023
Q1 | $577K | Sell |
7,915
-14
| -0.2% | -$1.02K | 0.16% | 98 |
|
|
2022
Q4 | $583K | Hold |
7,929
| – | – | 0.17% | 100 |
|
|
2022
Q3 | $478K | Sell |
7,929
-172
| -2% | -$10.4K | 0.15% | 100 |
|
|
2022
Q2 | $483K | Sell |
8,101
-29
| -0.4% | -$1.73K | 0.15% | 107 |
|
|
2022
Q1 | $614K | Sell |
8,130
-320
| -4% | -$24.2K | 0.15% | 102 |
|
|
2021
Q4 | $450K | Hold |
8,450
| – | – | 0.1% | 118 |
|
|
2021
Q3 | $415K | Sell |
8,450
-2,471
| -23% | -$121K | 0.1% | 120 |
|
|
2021
Q2 | $485K | Sell |
10,921
-193
| -2% | -$8.57K | 0.13% | 103 |
|
|
2021
Q1 | $353K | Sell |
11,114
-36,662
| -77% | -$1.16M | 0.11% | 112 |
|
|
2020
Q4 | $1.26M | Sell |
47,776
-4,609
| -9% | -$122K | 0.4% | 55 |
|
|
2020
Q3 | $734K | Sell |
52,385
-8,680
| -14% | -$122K | 0.27% | 71 |
|
|
2020
Q2 | $1.23M | Sell |
61,065
-10,756
| -15% | -$216K | 0.47% | 51 |
|
|
2020
Q1 | $496K | Sell |
71,821
-5,175
| -7% | -$35.7K | 0.23% | 76 |
|
|
2019
Q4 | $3.18M | Buy |
+76,996
| New | +$3.18M | 1.17% | 19 |
|