IFWM
Institute for 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 | $255K | Buy |
8,227
+32
| +0.4% | +$992 | 0.03% | 479 |
|
|
2025
Q1 | $280K | Buy |
8,195
+57
| +0.7% | +$1.95K | 0.04% | 428 |
|
|
2024
Q4 | $255K | Sell |
8,138
-109
| -1% | -$3.42K | 0.03% | 435 |
|
|
2024
Q3 | $240K | Buy |
8,247
+611
| +8% | +$17.8K | 0.03% | 475 |
|
|
2024
Q2 | $221K | Hold |
7,636
| – | – | 0.03% | 451 |
|
|
2024
Q1 | $223K | Hold |
7,636
| – | – | 0.03% | 455 |
|
|
2023
Q4 | $201K | Buy |
+7,636
| New | +$201K | 0.03% | 460 |
|
|
2019
Q3 | – | Sell |
-16,099
| Closed | -$465K | – | 438 |
|
|
2019
Q2 | $465K | Buy |
16,099
+12
| +0.1% | +$347 | 0.1% | 265 |
|
|
2019
Q1 | $468K | Buy |
+16,087
| New | +$468K | 0.1% | 253 |
|
|
2018
Q4 | – | Sell |
-15,663
| Closed | -$446K | – | 285 |
|
|
2018
Q3 | $446K | Sell |
15,663
-989
| -6% | -$28.2K | 0.15% | 168 |
|
|
2018
Q2 | $464K | Sell |
16,652
-673
| -4% | -$18.8K | 0.15% | 172 |
|
|
2018
Q1 | $465K | Buy |
+17,325
| New | +$465K | 0.14% | 203 |
|
|
2017
Q4 | – | Sell |
-19,081
| Closed | -$496K | – | 401 |
|
|
2017
Q3 | $496K | Buy |
19,081
+980
| +5% | +$25.5K | 0.16% | 184 |
|
|
2017
Q2 | $491K | Buy |
+18,101
| New | +$491K | 0.14% | 228 |
|