FWA
FSM 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 | $1.79M | Sell |
57,237
-413
| -0.7% | -$12.9K | 0.29% | 56 |
|
|
2025
Q1 | $1.97M | Buy |
57,650
+18,938
| +49% | +$647K | 0.44% | 38 |
|
|
2024
Q4 | $1.3M | Buy |
38,712
+6,014
| +18% | +$202K | 0.32% | 48 |
|
|
2024
Q3 | $952K | Buy |
32,698
+297
| +0.9% | +$8.65K | 0.25% | 60 |
|
|
2024
Q2 | $939K | Sell |
32,401
-1,962
| -6% | -$56.9K | 0.31% | 54 |
|
|
2024
Q1 | $1M | Sell |
34,363
-293
| -0.8% | -$8.55K | 0.36% | 49 |
|
|
2023
Q4 | $913K | Buy |
34,656
+901
| +3% | +$23.7K | 0.39% | 49 |
|
|
2023
Q3 | $924K | Sell |
33,755
-3,966
| -11% | -$109K | 0.46% | 43 |
|
|
2023
Q2 | $998K | Sell |
37,721
-1,836
| -5% | -$48.6K | 0.5% | 44 |
|
|
2023
Q1 | $1.02M | Buy |
39,557
+2,342
| +6% | +$60.7K | 0.59% | 42 |
|
|
2022
Q4 | $898K | Buy |
37,215
+419
| +1% | +$10.1K | 0.64% | 39 |
|
|
2022
Q3 | $875K | Buy |
36,796
+944
| +3% | +$22.4K | 0.73% | 40 |
|
|
2022
Q2 | $930K | Buy |
+35,852
| New | +$930K | 0.92% | 37 |
|