Executive Wealth Management’s Enbridge ENB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$270K Hold
6,369
0.02% 225
2024
Q3
$259K Sell
6,369
-178
-3% -$6.86K 0.02% 237
2024
Q2
$233K Sell
6,547
-104
-2% -$3.71K 0.04% 113
2024
Q1
$238K Buy
6,651
+5
+0.1% +$177 0.02% 222
2023
Q4
$239K Buy
6,646
+178
+3% +$6K 0.02% 194
2023
Q3
$217K Sell
6,468
-235
-4% -$8.34K 0.02% 186
2023
Q2
$249K Buy
6,703
+3
+0% +$114 0.03% 173
2023
Q1
$256K Buy
6,700
+33
+0.5% +$1.29K 0.03% 166
2022
Q4
$261K Buy
6,667
+6,426
+2,666% +$251K 0.03% 165
2022
Q3
$241 Sell
241
-5,347
-96% -$225K 0.03% 157
2022
Q2
$236K Buy
5,588
+42
+0.8% +$1.88K 0.03% 167
2022
Q1
$255K Buy
5,546
+68
+1% +$2.91K 0.03% 169
2021
Q4
$214K Buy
5,478
+101
+2% +$4.05K 0.02% 183
2021
Q3
$214K Buy
5,377
+1
+0% +$39 0.02% 176
2021
Q2
$215K Buy
+5,376
New +$208K 0.02% 181
2019
Q3
Sell
-610
Closed -$22K 330
2019
Q2
$22K Buy
+610
New +$22.2K ﹤0.01% 455

Other funds holding ENB

Executive Wealth Management's ENB Position: Q4 2024 in Review

Executive Wealth Management held its Enbridge (ENB) position steady in Q4 2024 at 6,369 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #225.

Executive Wealth Management first reported a position in ENB in Q2 2019 and has held it in 16 quarters since. 1,342 funds tracked by Wall St. Rank hold ENB as of Q4 2024.

  • Executive Wealth Management held 6,369 shares of Enbridge worth $270K as of Q4 2024.
  • Executive Wealth Management left its Enbridge share count unchanged in Q4 2024.
  • Enbridge made up 0.02% of Executive Wealth Management's portfolio in Q4 2024, its #225 holding.
  • Executive Wealth Management first reported a position in Enbridge in Q2 2019 and has held it in 16 quarters since.
  • 1,342 funds tracked by Wall St. Rank held Enbridge as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.