GWAG
Garrett Wealth Advisory Group’s Enterprise Products Partners EPD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $294K | Buy |
9,486
+887
| +10% | +$27.5K | 0.06% | 88 |
|
2025
Q1 | $294K | Buy |
8,599
+982
| +13% | +$33.5K | 0.07% | 84 |
|
2024
Q4 | $239K | Buy |
+7,617
| New | +$239K | 0.05% | 94 |
|
2019
Q4 | – | Sell |
-3,531
| Closed | -$101K | – | 232 |
|
2019
Q3 | $101K | Buy |
+3,531
| New | +$101K | 0.07% | 86 |
|