DWAM
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Duncan Williams Asset Management’s Enterprise Products Partners EPD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$273K Buy
8,814
+607
+7% +$18.8K 0.09% 127
2025
Q1
$280K Buy
8,207
+357
+5% +$12.2K 0.1% 117
2024
Q4
$246K Buy
7,850
+87
+1% +$2.73K 0.1% 127
2024
Q3
$226K Buy
+7,763
New +$226K 0.12% 115