EWA
Encompass 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 | $243K | Hold |
7,822
| – | – | 0.09% | 94 |
|
|
2025
Q1 | $267K | Hold |
7,822
| – | – | 0.11% | 86 |
|
|
2024
Q4 | $245K | Hold |
7,822
| – | – | 0.1% | 92 |
|
|
2024
Q3 | $228K | Hold |
7,822
| – | – | 0.06% | 217 |
|
|
2024
Q2 | $227K | Hold |
7,822
| – | – | 0.06% | 208 |
|
|
2024
Q1 | $228K | Hold |
7,822
| – | – | 0.06% | 220 |
|
|
2023
Q4 | $206K | Hold |
7,822
| – | – | 0.06% | 201 |
|
|
2023
Q3 | $214K | Hold |
7,822
| – | – | 0.07% | 189 |
|
|
2023
Q2 | $206K | Hold |
7,822
| – | – | 0.07% | 199 |
|
|
2023
Q1 | $203K | Buy |
+7,822
| New | +$203K | 0.07% | 193 |
|
|
2022
Q1 | – | Sell |
-27,506
| Closed | -$604K | – | 360 |
|
|
2021
Q4 | $604K | Buy |
27,506
+64
| +0.2% | +$1.41K | 0.15% | 114 |
|
|
2021
Q3 | $593K | Buy |
27,442
+64
| +0.2% | +$1.38K | 0.15% | 110 |
|
|
2021
Q2 | $660K | Buy |
27,378
+60
| +0.2% | +$1.45K | 0.16% | 113 |
|
|
2021
Q1 | $632K | Buy |
27,318
+149
| +0.5% | +$3.45K | 0.16% | 113 |
|
|
2020
Q4 | $532K | Buy |
+27,169
| New | +$532K | 0.31% | 60 |
|