EP Wealth Advisors’s Canadian Natural Resources CNQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$335K Sell
2025
Q1
$456K Sell
2024
Q4
$511K Buy
2024
Q3
$471K Buy
2024
Q2
$403K Buy
2024
Q1
$358K Sell
2023
Q4
$308K Buy
2023
Q3
$302K Sell
2023
Q2
$265K Buy
2023
Q1
$1.43M Buy
2022
Q4
$450K Buy
2022
Q3
Sell
2022
Q2
$366K Hold
2022
Q1
$422K Sell
2021
Q4
$296K Sell
2021
Q3
$269K Sell
2021
Q2
$426K Sell
2021
Q1
$462K Sell
2020
Q4
$379K Hold
2020
Q3
$252K Buy