FMWA
Forvis Mazars 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 | $673K | Hold |
21,712
| – | – | 0.01% | 245 |
|
|
2025
Q1 | $741K | Buy |
21,712
+2,000
| +10% | +$68.3K | 0.02% | 234 |
|
|
2024
Q4 | $618K | Buy |
19,712
+5,000
| +34% | +$157K | 0.01% | 282 |
|
|
2024
Q3 | $428K | Sell |
14,712
-603
| -4% | -$17.6K | 0.01% | 336 |
|
|
2024
Q2 | $444K | Sell |
15,315
-1,510
| -9% | -$43.8K | 0.01% | 306 |
|
|
2024
Q1 | $491K | Sell |
16,825
-1,282
| -7% | -$37.4K | 0.01% | 295 |
|
|
2023
Q4 | $477K | Buy |
18,107
+2,079
| +13% | +$54.8K | 0.01% | 289 |
|
|
2023
Q3 | $439K | Buy |
16,028
+2,005
| +14% | +$54.9K | 0.01% | 292 |
|
|
2023
Q2 | $369K | Hold |
14,023
| – | – | 0.01% | 327 |
|
|
2023
Q1 | $363K | Hold |
14,023
| – | – | 0.01% | 306 |
|
|
2022
Q4 | $338K | Hold |
14,023
| – | – | 0.01% | 310 |
|
|
2022
Q3 | $333K | Sell |
14,023
-1,495
| -10% | -$35.5K | 0.01% | 306 |
|
|
2022
Q2 | $378K | Hold |
15,518
| – | – | 0.02% | 288 |
|
|
2022
Q1 | $401K | Buy |
+15,518
| New | +$401K | 0.02% | 209 |
|
|
2021
Q4 | – | Sell |
-10,447
| Closed | -$226K | – | 286 |
|
|
2021
Q3 | $226K | Buy |
10,447
+1,758
| +20% | +$38K | 0.01% | 252 |
|
|
2021
Q2 | $210K | Sell |
8,689
-3,610
| -29% | -$87.2K | 0.01% | 255 |
|
|
2021
Q1 | $271K | Buy |
12,299
+100
| +0.8% | +$2.2K | 0.01% | 241 |
|
|
2020
Q4 | $239K | Buy |
+12,199
| New | +$239K | 0.01% | 325 |
|
|
2020
Q1 | – | Sell |
-7,463
| Closed | -$210K | – | 292 |
|
|
2019
Q4 | $210K | Buy |
7,463
+70
| +0.9% | +$1.97K | 0.02% | 274 |
|
|
2019
Q3 | $211K | Buy |
7,393
+165
| +2% | +$4.71K | 0.02% | 247 |
|
|
2019
Q2 | $209K | Sell |
7,228
-138
| -2% | -$3.99K | 0.02% | 249 |
|
|
2019
Q1 | $214K | Buy |
+7,366
| New | +$214K | 0.02% | 240 |
|
|
2018
Q4 | – | Sell |
-7,340
| Closed | -$211K | – | 231 |
|
|
2018
Q3 | $211K | Sell |
7,340
-981
| -12% | -$28.2K | 0.02% | 220 |
|
|
2018
Q2 | $230K | Sell |
8,321
-1,105
| -12% | -$30.5K | 0.02% | 212 |
|
|
2018
Q1 | $231K | Buy |
+9,426
| New | +$231K | 0.02% | 213 |
|
|
2017
Q2 | – | Sell |
-8,639
| Closed | -$239K | – | 225 |
|
|
2017
Q1 | $239K | Buy |
8,639
+51
| +0.6% | +$1.41K | 0.03% | 195 |
|
|
2016
Q4 | $232K | Buy |
8,588
+456
| +6% | +$12.3K | 0.03% | 187 |
|
|
2016
Q3 | $225K | Buy |
8,132
+50
| +0.6% | +$1.38K | 0.03% | 175 |
|
|
2016
Q2 | $236K | Sell |
8,082
-623
| -7% | -$18.2K | 0.04% | 165 |
|
|
2016
Q1 | $214K | Sell |
8,705
-1,979
| -19% | -$48.7K | 0.03% | 180 |
|
|
2015
Q4 | $273K | Sell |
10,684
-173
| -2% | -$4.42K | 0.04% | 153 |
|
|
2015
Q3 | $270K | Sell |
10,857
-715
| -6% | -$17.8K | 0.05% | 149 |
|
|
2015
Q2 | $346K | Sell |
11,572
-792
| -6% | -$23.7K | 0.05% | 128 |
|
|
2015
Q1 | $407K | Buy |
12,364
+1,872
| +18% | +$61.6K | 0.06% | 123 |
|
|
2014
Q4 | $379K | Sell |
10,492
-120
| -1% | -$4.34K | 0.06% | 113 |
|
|
2014
Q3 | $428K | Buy |
10,612
+4,999
| +89% | +$202K | 0.07% | 94 |
|
|
2014
Q2 | $439K | Sell |
5,613
-377
| -6% | -$29.5K | 0.07% | 96 |
|
|
2014
Q1 | $415K | Buy |
5,990
+23
| +0.4% | +$1.59K | 0.07% | 112 |
|
|
2013
Q4 | $396K | Buy |
5,967
+23
| +0.4% | +$1.53K | 0.07% | 111 |
|
|
2013
Q3 | $363K | Buy |
5,944
+23
| +0.4% | +$1.41K | 0.07% | 114 |
|
|
2013
Q2 | $368K | Buy |
+5,921
| New | +$368K | 0.29% | 71 |
|