BRWA
B. Riley Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Buy |
+69,785
| New | +$2.16M | 0.1% | 188 |
|
|
2024
Q4 | $8.6M | Sell |
274,326
-23,175
| -8% | -$727K | 0.28% | 71 |
|
|
2024
Q3 | $8.69M | Sell |
297,501
-339,976
| -53% | -$9.93M | 0.24% | 84 |
|
|
2024
Q2 | $18.5M | Sell |
637,477
-210,972
| -25% | -$6.11M | 0.47% | 30 |
|
|
2024
Q1 | $23.2M | Buy |
848,449
+21,251
| +3% | +$582K | 0.63% | 27 |
|
|
2023
Q4 | $21.8M | Sell |
827,198
-21,251
| -3% | -$560K | 0.59% | 26 |
|
|
2023
Q3 | $23.2M | Buy |
848,449
+16,014
| +2% | +$438K | 0.63% | 27 |
|
|
2023
Q2 | $21.9M | Buy |
832,435
+13,010
| +2% | +$343K | 0.49% | 42 |
|
|
2023
Q1 | $21.2M | Sell |
819,425
-7,451
| -0.9% | -$193K | 0.57% | 31 |
|
|
2022
Q4 | $19.9M | Buy |
826,876
+42,405
| +5% | +$1.02M | 0.56% | 33 |
|
|
2022
Q3 | $18.7M | Buy |
784,471
+654,003
| +501% | +$15.6M | 0.56% | 29 |
|
|
2022
Q2 | $3.18M | Sell |
130,468
-1,325
| -1% | -$32.3K | 0.13% | 161 |
|
|
2022
Q1 | $3.4M | Sell |
131,793
-5,935
| -4% | -$153K | 0.11% | 195 |
|
|
2021
Q4 | $3.03M | Sell |
137,728
-4,121
| -3% | -$90.5K | 0.09% | 252 |
|
|
2021
Q3 | $3.07M | Buy |
141,849
+10,250
| +8% | +$222K | 0.1% | 245 |
|
|
2021
Q2 | $3.18M | Buy |
131,599
+1,687
| +1% | +$40.7K | 0.1% | 233 |
|
|
2021
Q1 | $2.86M | Buy |
129,912
+49,655
| +62% | +$1.09M | 0.1% | 228 |
|
|
2020
Q4 | $1.57M | Sell |
80,257
-89,261
| -53% | -$1.75M | 0.08% | 238 |
|
|
2020
Q3 | $2.76M | Buy |
169,518
+31,616
| +23% | +$514K | 0.15% | 158 |
|
|
2020
Q2 | $2.51M | Buy |
137,902
+43,035
| +45% | +$782K | 0.17% | 139 |
|
|
2020
Q1 | $1.36M | Buy |
94,867
+5,826
| +7% | +$83.3K | 0.12% | 181 |
|
|
2019
Q4 | $2.51M | Buy |
89,041
+9,443
| +12% | +$266K | 0.21% | 105 |
|
|
2019
Q3 | $2.28M | Buy |
79,598
+5,436
| +7% | +$155K | 0.22% | 96 |
|
|
2019
Q2 | $2.14M | Buy |
74,162
+1,284
| +2% | +$37.1K | 0.23% | 88 |
|
|
2019
Q1 | $2.12M | Buy |
72,878
+4,648
| +7% | +$135K | 0.27% | 86 |
|
|
2018
Q4 | $1.68M | Buy |
68,230
+4,503
| +7% | +$111K | 0.24% | 94 |
|
|
2018
Q3 | $1.83M | Buy |
63,727
+4,749
| +8% | +$137K | 0.22% | 101 |
|
|
2018
Q2 | $1.63M | Buy |
58,978
+3,956
| +7% | +$110K | 0.22% | 113 |
|
|
2018
Q1 | $1.35M | Sell |
55,022
-39,624
| -42% | -$971K | 0.19% | 130 |
|
|
2017
Q4 | $2.51M | Buy |
94,646
+3,381
| +4% | +$89.7K | 0.34% | 77 |
|
|
2017
Q3 | $2.38M | Sell |
91,265
-2,882
| -3% | -$75.2K | 0.4% | 61 |
|
|
2017
Q2 | $2.55M | Buy |
94,147
+1,366
| +1% | +$37K | 0.46% | 49 |
|
|
2017
Q1 | $2.56M | Buy |
92,781
+814
| +0.9% | +$22.5K | 0.51% | 48 |
|
|
2016
Q4 | $2.49M | Buy |
91,967
+2,884
| +3% | +$78K | 0.51% | 46 |
|
|
2016
Q3 | $1.42M | Sell |
89,083
-1,357
| -2% | -$21.7K | 0.28% | 89 |
|
|
2016
Q2 | $1.49M | Buy |
90,440
+3,701
| +4% | +$61K | 0.3% | 78 |
|
|
2016
Q1 | $1.17M | Sell |
86,739
-3,826
| -4% | -$51.7K | 0.27% | 88 |
|
|
2015
Q4 | $2.32M | Buy |
90,565
+39,986
| +79% | +$1.02M | 0.47% | 48 |
|
|
2015
Q3 | $1.26M | Buy |
50,579
+185
| +0.4% | +$4.61K | 0.3% | 86 |
|
|
2015
Q2 | $1.51M | Sell |
50,394
-3,581
| -7% | -$107K | 0.37% | 57 |
|
|
2015
Q1 | $1.78M | Sell |
53,975
-42,435
| -44% | -$1.4M | 0.43% | 48 |
|
|
2014
Q4 | $17.4K | Buy |
96,410
+45,330
| +89% | +$8.17K | 0.37% | 38 |
|
|
2014
Q3 | $2.06M | Sell |
51,080
-46
| -0.1% | -$1.85K | 0.54% | 29 |
|
|
2014
Q2 | $2.01M | Buy |
51,126
+25,250
| +98% | +$991K | 0.47% | 34 |
|
|
2014
Q1 | $1.8M | Buy |
25,876
+2,738
| +12% | +$190K | 0.54% | 36 |
|
|
2013
Q4 | $1.53M | Sell |
23,138
-1,178
| -5% | -$78.1K | 0.49% | 40 |
|
|
2013
Q3 | $1.48M | Sell |
24,316
-2,870
| -11% | -$175K | 0.51% | 34 |
|
|
2013
Q2 | $1.69M | Buy |
+27,186
| New | +$1.69M | 0.57% | 28 |
|