FWM
Finer Wealth Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Sell |
10,195
-242
| -2% | -$7.5K | 0.17% | 72 |
|
|
2025
Q1 | $356K | Sell |
10,437
-469
| -4% | -$16K | 0.21% | 69 |
|
|
2024
Q4 | $342K | Sell |
10,906
-1,732
| -14% | -$54.3K | 0.2% | 72 |
|
|
2024
Q3 | $368K | Sell |
12,638
-2,359
| -16% | -$68.7K | 0.23% | 65 |
|
|
2024
Q2 | $435K | Sell |
14,997
-464
| -3% | -$13.4K | 0.28% | 57 |
|
|
2024
Q1 | $451K | Sell |
15,461
-6,335
| -29% | -$185K | 0.3% | 56 |
|
|
2023
Q4 | $574K | Sell |
21,796
-4,609
| -17% | -$121K | 0.43% | 51 |
|
|
2023
Q3 | $723K | Sell |
26,405
-668
| -2% | -$18.3K | 0.58% | 42 |
|
|
2023
Q2 | $713K | Sell |
27,073
-85
| -0.3% | -$2.24K | 0.56% | 44 |
|
|
2023
Q1 | $703K | Buy |
27,158
+2,018
| +8% | +$52.3K | 0.59% | 43 |
|
|
2022
Q4 | $606K | Sell |
25,140
-12,592
| -33% | -$304K | 0.57% | 45 |
|
|
2022
Q3 | $897K | Sell |
37,732
-347
| -0.9% | -$8.25K | 0.88% | 34 |
|
|
2022
Q2 | $928K | Buy |
38,079
+18,832
| +98% | +$459K | 0.85% | 34 |
|
|
2022
Q1 | $497K | Buy |
19,247
+6,974
| +57% | +$180K | 0.41% | 52 |
|
|
2021
Q4 | $270K | Buy |
+12,273
| New | +$270K | 0.22% | 72 |
|