CWP
Curated Wealth Partners’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $858K | Hold |
27,670
| – | – | 0.1% | 66 |
|
|
2025
Q1 | $945K | Hold |
27,670
| – | – | 0.12% | 58 |
|
|
2024
Q4 | $868K | Buy |
27,670
+11,000
| +66% | +$345K | 0.1% | 57 |
|
|
2024
Q3 | $485K | Hold |
16,670
| – | – | 0.06% | 80 |
|
|
2024
Q2 | $483K | Buy |
+16,670
| New | +$483K | 0.07% | 80 |
|
|
2024
Q1 | – | Sell |
-16,670
| Closed | -$439K | – | 47 |
|
|
2023
Q4 | $439K | Hold |
16,670
| – | – | 0.07% | 95 |
|
|
2023
Q3 | $456K | Hold |
16,670
| – | – | 0.08% | 82 |
|
|
2023
Q2 | $439K | Hold |
16,670
| – | – | 0.09% | 76 |
|
|
2023
Q1 | $432K | Hold |
16,670
| – | – | 0.1% | 75 |
|
|
2022
Q4 | $402K | Hold |
16,670
| – | – | 0.1% | 76 |
|
|
2022
Q3 | $396K | Hold |
16,670
| – | – | 0.12% | 76 |
|
|
2022
Q2 | $406K | Hold |
16,670
| – | – | 0.12% | 78 |
|
|
2022
Q1 | $366K | Hold |
16,670
| – | – | 0.12% | 91 |
|
|
2021
Q4 | $366K | Sell |
16,670
-45,010
| -73% | -$988K | 0.12% | 94 |
|
|
2021
Q3 | $1.34M | Hold |
61,680
| – | – | 0.75% | 22 |
|
|
2021
Q2 | $1.49M | Hold |
61,680
| – | – | 0.81% | 20 |
|
|
2021
Q1 | $1.36M | Hold |
61,680
| – | – | 0.83% | 22 |
|
|
2020
Q4 | $1.21M | Buy |
+61,680
| New | +$1.21M | 0.78% | 26 |
|