FA
Fiducient Advisors’s Enterprise Products Partners EPD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.36M | Sell |
76,204
-4,478
| -6% | -$139K | 0.29% | 48 |
|
2025
Q1 | $2.75M | Buy |
80,682
+3,269
| +4% | +$112K | 0.34% | 40 |
|
2024
Q4 | $2.43M | Buy |
77,413
+21,025
| +37% | +$659K | 0.3% | 39 |
|
2024
Q3 | $1.64M | Buy |
56,388
+30
| +0.1% | +$873 | 0.19% | 46 |
|
2024
Q2 | $1.63M | Buy |
56,358
+8,643
| +18% | +$250K | 0.23% | 38 |
|
2024
Q1 | $1.39M | Buy |
+47,715
| New | +$1.39M | 0.28% | 38 |
|