CWM
Congress Wealth Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Buy |
489,122
+6,264
| +1% | +$194K | 0.15% | 171 |
|
|
2025
Q1 | $16.5M | Buy |
482,858
+20,591
| +4% | +$703K | 0.2% | 133 |
|
|
2024
Q4 | $14.5M | Buy |
462,267
+14,550
| +3% | +$456K | 0.2% | 148 |
|
|
2024
Q3 | $13M | Buy |
447,717
+411,904
| +1,150% | +$12M | 0.17% | 174 |
|
|
2024
Q2 | $1.04M | Buy |
35,813
+287
| +0.8% | +$8.32K | 0.02% | 420 |
|
|
2024
Q1 | $1.04M | Sell |
35,526
-13,336
| -27% | -$389K | 0.02% | 372 |
|
|
2023
Q4 | $1.29M | Buy |
48,862
+4,978
| +11% | +$131K | 0.02% | 365 |
|
|
2023
Q3 | $1.2M | Buy |
43,884
+32,934
| +301% | +$901K | 0.02% | 356 |
|
|
2023
Q2 | $289K | Buy |
10,950
+100
| +0.9% | +$2.64K | 0.01% | 490 |
|
|
2023
Q1 | $281K | Buy |
10,850
+200
| +2% | +$5.18K | 0.01% | 492 |
|
|
2022
Q4 | $257K | Sell |
10,650
-2,150
| -17% | -$51.9K | 0.01% | 505 |
|
|
2022
Q3 | $304K | Hold |
12,800
| – | – | 0.01% | 470 |
|
|
2022
Q2 | $311K | Sell |
12,800
-1,300
| -9% | -$31.6K | 0.01% | 470 |
|
|
2022
Q1 | $364K | Sell |
14,100
-1,960
| -12% | -$50.6K | 0.01% | 480 |
|
|
2021
Q4 | $353K | Buy |
+16,060
| New | +$353K | 0.01% | 502 |
|