JWA
JFS 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 | $3.85M | Buy |
124,058
+50
| +0% | +$1.55K | 0.24% | 66 |
|
|
2025
Q1 | $4.23M | Sell |
124,008
-2,066
| -2% | -$70.5K | 0.29% | 58 |
|
|
2024
Q4 | $3.95M | Sell |
126,074
-1,330
| -1% | -$41.7K | 0.27% | 60 |
|
|
2024
Q3 | $3.71M | Sell |
127,404
-912
| -0.7% | -$26.5K | 0.25% | 65 |
|
|
2024
Q2 | $3.72M | Sell |
128,316
-1,605
| -1% | -$46.5K | 0.29% | 53 |
|
|
2024
Q1 | $3.79M | Sell |
129,921
-558
| -0.4% | -$16.3K | 0.3% | 53 |
|
|
2023
Q4 | $3.44M | Sell |
130,479
-4,000
| -3% | -$105K | 0.29% | 54 |
|
|
2023
Q3 | $3.68M | Sell |
134,479
-835
| -0.6% | -$22.9K | 0.35% | 49 |
|
|
2023
Q2 | $3.57M | Hold |
135,314
| – | – | 0.32% | 51 |
|
|
2023
Q1 | $3.5M | Hold |
135,314
| – | – | 0.33% | 52 |
|
|
2022
Q4 | $3.26M | Hold |
135,314
| – | – | 0.32% | 54 |
|
|
2022
Q3 | $3.22M | Sell |
135,314
-1,211
| -0.9% | -$28.8K | 0.35% | 48 |
|
|
2022
Q2 | $3.33M | Sell |
136,525
-746
| -0.5% | -$18.2K | 0.35% | 49 |
|
|
2022
Q1 | $3.54M | Hold |
137,271
| – | – | 0.33% | 57 |
|
|
2021
Q4 | $3.01M | Sell |
137,271
-647
| -0.5% | -$14.2K | 0.28% | 71 |
|
|
2021
Q3 | $2.99M | Sell |
137,918
-1,834
| -1% | -$39.7K | 0.31% | 65 |
|
|
2021
Q2 | $3.37M | Sell |
139,752
-5,240
| -4% | -$126K | 0.5% | 39 |
|
|
2021
Q1 | $3.19M | Sell |
144,992
-200
| -0.1% | -$4.4K | 0.65% | 37 |
|
|
2020
Q4 | $2.84M | Sell |
145,192
-5,725
| -4% | -$112K | 0.6% | 40 |
|
|
2020
Q3 | $2.38M | Sell |
150,917
-12,541
| -8% | -$198K | 0.57% | 44 |
|
|
2020
Q2 | $2.97M | Sell |
163,458
-625
| -0.4% | -$11.4K | 0.77% | 31 |
|
|
2020
Q1 | $2.35M | Sell |
164,083
-8,800
| -5% | -$126K | 0.7% | 36 |
|
|
2019
Q4 | $4.87M | Sell |
172,883
-3,167
| -2% | -$89.2K | 1.2% | 20 |
|
|
2019
Q3 | $5.03M | Hold |
176,050
| – | – | 1.28% | 20 |
|
|
2019
Q2 | $5.08M | Sell |
176,050
-200
| -0.1% | -$5.77K | 1.29% | 19 |
|
|
2019
Q1 | $5.13M | Hold |
176,250
| – | – | 1.34% | 19 |
|
|
2018
Q4 | $4.33M | Buy |
176,250
+2,416
| +1% | +$59.4K | 1.16% | 22 |
|
|
2018
Q3 | $4.99M | Sell |
173,834
-1,139
| -0.7% | -$32.7K | 1.29% | 20 |
|
|
2018
Q2 | $4.84M | Sell |
174,973
-3,890
| -2% | -$108K | 1.27% | 21 |
|
|
2018
Q1 | $4.38M | Sell |
178,863
-2,074
| -1% | -$50.8K | 1.16% | 22 |
|
|
2017
Q4 | $4.8M | Buy |
180,937
+6,425
| +4% | +$170K | 1.17% | 22 |
|
|
2017
Q3 | $4.55M | Sell |
174,512
-2,225
| -1% | -$58K | 1.18% | 21 |
|
|
2017
Q2 | $4.79M | Sell |
176,737
-8,911
| -5% | -$241K | 1.31% | 20 |
|
|
2017
Q1 | $5.02M | Hold |
185,648
| – | – | 1.36% | 18 |
|
|
2016
Q4 | $5.02M | Buy |
185,648
+964
| +0.5% | +$26.1K | 1.36% | 18 |
|
|
2016
Q3 | $5.1M | Sell |
184,684
-18,650
| -9% | -$515K | 1.46% | 15 |
|
|
2016
Q2 | $5.95M | Sell |
203,334
-4,200
| -2% | -$123K | 1.64% | 12 |
|
|
2016
Q1 | $5.11M | Sell |
207,534
-417
| -0.2% | -$10.3K | 1.51% | 14 |
|
|
2015
Q4 | $5.32M | Sell |
207,951
-2,210
| -1% | -$56.5K | 1.53% | 15 |
|
|
2015
Q3 | $5.23M | Buy |
210,161
+4,936
| +2% | +$123K | 2.3% | 9 |
|
|
2015
Q2 | $6.13M | Sell |
205,225
-8,705
| -4% | -$260K | 3.15% | 8 |
|
|
2015
Q1 | $7.05M | Sell |
213,930
-2,500
| -1% | -$82.3K | 3.3% | 7 |
|
|
2014
Q4 | $7.82M | Buy |
216,430
+1,210
| +0.6% | +$43.7K | 1.24% | 8 |
|
|
2014
Q3 | $8.67M | Buy |
215,220
+105,380
| +96% | +$4.25M | 1.52% | 7 |
|
|
2014
Q2 | $8.6M | Sell |
109,840
-4,451
| -4% | -$348K | 1.57% | 7 |
|
|
2014
Q1 | $7.93M | Sell |
114,291
-1,000
| -0.9% | -$69.4K | 4.39% | 5 |
|
|
2013
Q4 | $7.64M | Sell |
115,291
-5,406
| -4% | -$358K | 3.33% | 9 |
|
|
2013
Q3 | $7.37M | Sell |
120,697
-3,150
| -3% | -$192K | 3.44% | 9 |
|
|
2013
Q2 | $7.7M | Buy |
+123,847
| New | +$7.7M | 3.86% | 7 |
|