CLA (CliftonLarsonAllen) Wealth Advisors’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 | $438K | Sell |
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|
2025
Q2 | $558K | Hold |
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|
2025
Q1 | $615K | Hold |
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|
2024
Q4 | $564K | Hold |
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|
2024
Q3 | $524K | Sell |
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|
2024
Q2 | $542K | Sell |
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|
2024
Q1 | $611K | Sell |
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|
2023
Q4 | $666K | Buy |
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|
2023
Q3 | $573K | Buy |
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|
2023
Q2 | $551K | Buy |
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|
2023
Q1 | $540K | Buy |
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|
2022
Q4 | $502K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $441K | Hold |
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|
2022
Q1 | $467K | Hold |
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|
2021
Q4 | $398K | Buy |
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|
2021
Q3 | $305K | Hold |
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|
2021
Q2 | $340K | Sell |
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|
2021
Q1 | $487K | Hold |
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|
2020
Q4 | $433K | Buy |
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|
2020
Q3 | $307K | Buy |
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|
2020
Q2 | $351K | Buy |
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|
2017
Q3 | – | Hold |
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|
2017
Q2 | – | Hold |
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