AWM

Avondale 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	$164K	Hold	5,290	–	–	0.09%	60
2025 Q1	$181K	Hold	5,290	–	–	0.11%	52
2024 Q4	$166K	Hold	5,290	–	–	0.11%	52
2024 Q3	$154K	Hold	5,290	–	–	0.1%	52
2024 Q2	$153K	Hold	5,290	–	–	0.1%	54
2024 Q1	$154K	Hold	5,290	–	–	0.11%	51
2023 Q4	$139K	Hold	5,290	–	–	0.11%	50
2023 Q3	$145K	Hold	5,290	–	–	0.13%	51
2023 Q2	$139K	Hold	5,290	–	–	0.12%	52
2023 Q1	$137K	Hold	5,290	–	–	0.12%	54
2022 Q4	$128K	Hold	5,290	–	–	0.11%	45
2022 Q3	$126K	Hold	5,290	–	–	0.14%	46
2022 Q2	$129K	Hold	5,290	–	–	0.15%	42
2022 Q1	$137K	Hold	5,290	–	–	0.16%	48
2021 Q4	$116K	Hold	5,290	–	–	0.12%	52
2021 Q3	$114K	Hold	5,290	–	–	0.11%	58
2021 Q2	$128K	Hold	5,290	–	–	0.12%	54
2021 Q1	$116K	Hold	5,290	–	–	0.11%	50
2020 Q4	$104K	Sell	5,290 -2,150	-29%	-$42.3K	0.12%	32
2020 Q3	$117K	Buy	7,440 +2,150	+41%	+$33.8K	0.18%	26
2020 Q2	$96K	Hold	5,290	–	–	0.14%	28
2020 Q1	$76K	Hold	5,290	–	–	0.12%	30
2019 Q4	$149K	Hold	5,290	–	–	0.22%	24
2019 Q3	$151K	Hold	5,290	–	–	0.25%	23
2019 Q2	$153K	Hold	5,290	–	–	0.11%	26
2019 Q1	$154K	Hold	5,290	–	–	0.12%	24
2018 Q4	$130K	Hold	5,290	–	–	0.11%	25
2018 Q3	$152K	Hold	5,290	–	–	0.14%	19
2018 Q2	$146K	Hold	5,290	–	–	0.12%	21
2018 Q1	$129K	Hold	5,290	–	–	0.11%	22
2017 Q4	$140K	Buy	+5,290	New	+$140K	0.12%	23