CWP
CFM Wealth Partners’s USA Compression Partners USAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Hold |
83,799
| – | – | 0.32% | 54 |
|
|
2025
Q1 | $2.26M | Buy |
83,799
+9,761
| +13% | +$263K | 0.4% | 50 |
|
|
2024
Q4 | $1.74M | Sell |
74,038
-1,758
| -2% | -$41.4K | 0.29% | 61 |
|
|
2024
Q3 | $1.74M | Hold |
75,796
| – | – | 0.3% | 60 |
|
|
2024
Q2 | $1.8M | Buy |
75,796
+8,203
| +12% | +$195K | 0.33% | 59 |
|
|
2024
Q1 | $1.8M | Hold |
67,593
| – | – | 0.36% | 61 |
|
|
2023
Q4 | $1.54M | Buy |
+67,593
| New | +$1.54M | 0.35% | 62 |
|
|
2023
Q3 | – | Sell |
-67,593
| Closed | -$1.33M | – | 161 |
|
|
2023
Q2 | $1.33M | Buy |
+67,593
| New | +$1.33M | 0.32% | 67 |
|
|
2023
Q1 | – | Sell |
-67,593
| Closed | -$1.32M | – | 164 |
|
|
2022
Q4 | $1.32M | Buy |
+67,593
| New | +$1.32M | 0.4% | 65 |
|
|
2022
Q3 | – | Sell |
-89,122
| Closed | -$1.49M | – | 165 |
|
|
2022
Q2 | $1.49M | Hold |
89,122
| – | – | 0.45% | 58 |
|
|
2022
Q1 | $1.57M | Hold |
89,122
| – | – | 0.38% | 69 |
|
|
2021
Q4 | $1.51M | Hold |
89,122
| – | – | 0.34% | 67 |
|
|
2021
Q3 | $1.48M | Buy |
+89,122
| New | +$1.48M | 0.37% | 61 |
|