HWA
HHM 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 | $400K | Hold |
12,915
| – | – | 0.05% | 130 |
|
|
2025
Q1 | $441K | Hold |
12,915
| – | – | 0.06% | 114 |
|
|
2024
Q4 | $405K | Hold |
12,915
| – | – | 0.06% | 122 |
|
|
2024
Q3 | $376K | Sell |
12,915
-500
| -4% | -$14.6K | 0.05% | 112 |
|
|
2024
Q2 | $389K | Buy |
13,415
+7,965
| +146% | +$231K | 0.06% | 103 |
|
|
2024
Q1 | $159K | Hold |
5,450
| – | – | 0.03% | 169 |
|
|
2023
Q4 | $144K | Hold |
5,450
| – | – | 0.03% | 170 |
|
|
2023
Q3 | $149K | Hold |
5,450
| – | – | 0.03% | 156 |
|
|
2023
Q2 | $144K | Hold |
5,450
| – | – | 0.03% | 164 |
|
|
2023
Q1 | $141K | Hold |
5,450
| – | – | 0.03% | 164 |
|
|
2022
Q4 | $131K | Hold |
5,450
| – | – | 0.03% | 152 |
|
|
2022
Q3 | $130K | Hold |
5,450
| – | – | 0.03% | 144 |
|
|
2022
Q2 | $133K | Hold |
5,450
| – | – | 0.03% | 165 |
|
|
2022
Q1 | $141K | Buy |
5,450
+1,050
| +24% | +$27.2K | 0.03% | 176 |
|
|
2021
Q4 | $97K | Sell |
4,400
-150
| -3% | -$3.31K | 0.02% | 221 |
|
|
2021
Q3 | $98K | Hold |
4,550
| – | – | 0.03% | 207 |
|
|
2021
Q2 | $110K | Sell |
4,550
-100
| -2% | -$2.42K | 0.03% | 190 |
|
|
2021
Q1 | $102K | Buy |
4,650
+86
| +2% | +$1.89K | 0.03% | 182 |
|
|
2020
Q4 | $89K | Hold |
4,564
| – | – | 0.03% | 185 |
|
|
2020
Q3 | $72K | Buy |
4,564
+14
| +0.3% | +$221 | 0.03% | 188 |
|
|
2020
Q2 | $83K | Hold |
4,550
| – | – | 0.03% | 166 |
|
|
2020
Q1 | $65K | Buy |
+4,550
| New | +$65K | 0.03% | 175 |
|