AWAG
ARS Wealth Advisors Group’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Buy |
9,224
+1,000
| +12% | +$31K | 0.03% | 136 |
|
|
2025
Q1 | $281K | Buy |
8,224
+75
| +0.9% | +$2.56K | 0.04% | 125 |
|
|
2024
Q4 | $256K | Buy |
8,149
+1,130
| +16% | +$35.4K | 0.04% | 136 |
|
|
2024
Q3 | $204K | Buy |
+7,019
| New | +$204K | 0.03% | 166 |
|
|
2024
Q2 | – | Sell |
-7,289
| Closed | -$213K | – | 168 |
|
|
2024
Q1 | $213K | Buy |
+7,289
| New | +$213K | 0.03% | 160 |
|
|
2023
Q2 | – | Sell |
-10,845
| Closed | -$281K | – | 144 |
|
|
2023
Q1 | $281K | Buy |
10,845
+300
| +3% | +$7.77K | 0.05% | 103 |
|
|
2022
Q4 | $254K | Sell |
10,545
-920
| -8% | -$22.2K | 0.04% | 117 |
|
|
2022
Q3 | $273K | Buy |
+11,465
| New | +$273K | 0.04% | 122 |
|