Austin Wealth Management’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Hold |
7,402
| – | – | 0.04% | 127 |
|
|
2025
Q1 | $232K | Sell |
7,402
-15,266
| -67% | -$478K | 0.05% | 118 |
|
|
2024
Q4 | $761K | Sell |
22,668
-50
| -0.2% | -$1.68K | 0.16% | 65 |
|
|
2024
Q3 | $673K | Hold |
22,718
| – | – | 0.15% | 70 |
|
|
2024
Q2 | $663K | Hold |
22,718
| – | – | 0.16% | 68 |
|
|
2024
Q1 | $646K | Buy |
22,718
+15,057
| +197% | +$428K | 0.16% | 66 |
|
|
2023
Q4 | $209K | Hold |
7,661
| – | – | 0.06% | 109 |
|
|
2023
Q3 | $205K | Buy |
+7,661
| New | +$205K | 0.06% | 94 |
|