JPWM
Jamison Private 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 | $1.22M | Buy |
39,308
+75
| +0.2% | +$2.33K | 0.18% | 96 |
|
|
2025
Q1 | $1.34M | Sell |
39,233
-4,998
| -11% | -$171K | 0.2% | 95 |
|
|
2024
Q4 | $1.39M | Buy |
44,231
+74
| +0.2% | +$2.32K | 0.2% | 95 |
|
|
2024
Q3 | $1.29M | Buy |
44,157
+77
| +0.2% | +$2.24K | 0.2% | 95 |
|
|
2024
Q2 | $1.28M | Buy |
44,080
+75
| +0.2% | +$2.17K | 0.21% | 90 |
|
|
2024
Q1 | $1.28M | Buy |
44,005
+4,353
| +11% | +$127K | 0.22% | 86 |
|
|
2023
Q4 | $1.04M | Sell |
39,652
-1,746
| -4% | -$46K | 0.2% | 95 |
|
|
2023
Q3 | $1.13M | Buy |
+41,398
| New | +$1.13M | 0.23% | 83 |
|