Axxcess 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 | $445K | Hold |
14,346
| – | – | 0.01% | 621 |
|
|
2025
Q1 | $490K | Hold |
14,346
| – | – | 0.01% | 566 |
|
|
2024
Q4 | $450K | Buy |
14,346
+325
| +2% | +$10.2K | 0.01% | 566 |
|
|
2024
Q3 | $408K | Sell |
14,021
-850
| -6% | -$24.7K | 0.01% | 602 |
|
|
2024
Q2 | $431K | Buy |
14,871
+5,571
| +60% | +$161K | 0.01% | 557 |
|
|
2024
Q1 | $271K | Sell |
9,300
-12,900
| -58% | -$376K | 0.01% | 698 |
|
|
2023
Q4 | $585K | Sell |
22,200
-25,798
| -54% | -$680K | 0.02% | 473 |
|
|
2023
Q3 | $1.31M | Buy |
+47,998
| New | +$1.31M | 0.04% | 267 |
|
|
2023
Q2 | – | Sell |
-12,854
| Closed | -$333K | – | 621 |
|
|
2023
Q1 | $333K | Hold |
12,854
| – | – | 0.03% | 452 |
|
|
2022
Q4 | $310K | Buy |
+12,854
| New | +$310K | 0.03% | 436 |
|