EWA
EP 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 | $6.2M | Buy |
199,970
+16,560
| +9% | +$514K | 0.04% | 237 |
|
|
2025
Q1 | $6.26M | Buy |
183,410
+766
| +0.4% | +$26.2K | 0.05% | 197 |
|
|
2024
Q4 | $5.73M | Sell |
182,644
-12,856
| -7% | -$403K | 0.05% | 199 |
|
|
2024
Q3 | $5.69M | Buy |
195,500
+47,606
| +32% | +$1.39M | 0.05% | 206 |
|
|
2024
Q2 | $4.29M | Sell |
147,894
-21,929
| -13% | -$636K | 0.05% | 196 |
|
|
2024
Q1 | $4.96M | Buy |
169,823
+37,184
| +28% | +$1.09M | 0.06% | 173 |
|
|
2023
Q4 | $3.5M | Buy |
132,639
+20,151
| +18% | +$531K | 0.04% | 201 |
|
|
2023
Q3 | $3.08M | Buy |
112,488
+109,113
| +3,233% | +$2.99M | 0.05% | 195 |
|
|
2023
Q2 | $2.82M | Sell |
3,375
-3,236
| -49% | -$2.71M | 0.04% | 209 |
|
|
2023
Q1 | $758K | Sell |
6,611
-3,408
| -34% | -$391K | 0.01% | 341 |
|
|
2022
Q4 | $242K | Sell |
10,019
-7,901
| -44% | -$191K | ﹤0.01% | 507 |
|
|
2022
Q3 | $426K | Buy |
17,920
+9,360
| +109% | +$223K | 0.01% | 288 |
|
|
2022
Q2 | $209K | Sell |
8,560
-1,004
| -10% | -$24.5K | ﹤0.01% | 562 |
|
|
2022
Q1 | $247K | Buy |
+9,564
| New | +$247K | 0.01% | 523 |
|
|
2020
Q1 | – | Sell |
-22,213
| Closed | -$626K | – | 393 |
|
|
2019
Q4 | $626K | Buy |
+22,213
| New | +$626K | 0.03% | 247 |
|
|
2018
Q1 | – | Sell |
-9,474
| Closed | -$251K | – | 208 |
|
|
2017
Q4 | $251K | Buy |
+9,474
| New | +$251K | 0.03% | 164 |
|
|
2017
Q3 | – | Sell |
-26,782
| Closed | -$725K | – | 183 |
|
|
2017
Q2 | $725K | Sell |
26,782
-8,641
| -24% | -$234K | 0.09% | 89 |
|
|
2017
Q1 | $978K | Buy |
+35,423
| New | +$978K | 0.13% | 60 |
|