KMWM
Keudell/Morrison 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 | $427K | Sell |
13,761
-892
| -6% | -$27.7K | 0.09% | 136 |
|
|
2025
Q1 | $500K | Buy |
14,653
+151
| +1% | +$5.16K | 0.12% | 111 |
|
|
2024
Q4 | $455K | Buy |
14,502
+693
| +5% | +$21.7K | 0.12% | 116 |
|
|
2024
Q3 | $402K | Buy |
13,809
+2,218
| +19% | +$64.6K | 0.11% | 129 |
|
|
2024
Q2 | $336K | Buy |
11,591
+118
| +1% | +$3.42K | 0.1% | 147 |
|
|
2024
Q1 | $335K | Sell |
11,473
-2,265
| -16% | -$66.1K | 0.1% | 149 |
|
|
2023
Q4 | $362K | Buy |
13,738
+268
| +2% | +$7.06K | 0.12% | 133 |
|
|
2023
Q3 | $369K | Sell |
13,470
-233
| -2% | -$6.38K | 0.11% | 120 |
|
|
2023
Q2 | $361K | Buy |
13,703
+143
| +1% | +$3.77K | 0.1% | 126 |
|
|
2023
Q1 | $351K | Sell |
13,560
-1,259
| -8% | -$32.6K | 0.1% | 125 |
|
|
2022
Q4 | $357K | Buy |
14,819
+217
| +1% | +$5.23K | 0.11% | 121 |
|
|
2022
Q3 | $347K | Buy |
14,602
+1,016
| +7% | +$24.1K | 0.13% | 117 |
|
|
2022
Q2 | $331K | Buy |
13,586
+315
| +2% | +$7.67K | 0.12% | 128 |
|
|
2022
Q1 | $343K | Buy |
13,271
+16
| +0.1% | +$414 | 0.14% | 133 |
|
|
2021
Q4 | $291K | Buy |
13,255
+566
| +4% | +$12.4K | 0.11% | 146 |
|
|
2021
Q3 | $275K | Sell |
12,689
-709
| -5% | -$15.4K | 0.12% | 140 |
|
|
2021
Q2 | $323K | Sell |
13,398
-385
| -3% | -$9.28K | 0.18% | 131 |
|
|
2021
Q1 | $303K | Buy |
13,783
+292
| +2% | +$6.42K | 0.18% | 126 |
|
|
2020
Q4 | $264K | Sell |
13,491
-312
| -2% | -$6.11K | 0.17% | 133 |
|
|
2020
Q3 | $218K | Buy |
13,803
+268
| +2% | +$4.23K | 0.14% | 135 |
|
|
2020
Q2 | $246K | Buy |
13,535
+868
| +7% | +$15.8K | 0.2% | 121 |
|
|
2020
Q1 | $181K | Buy |
12,667
+74
| +0.6% | +$1.06K | 0.18% | 126 |
|
|
2019
Q4 | $355K | Buy |
12,593
+3,195
| +34% | +$90.1K | 0.25% | 105 |
|
|
2019
Q3 | $269K | Buy |
9,398
+634
| +7% | +$18.1K | 0.22% | 119 |
|
|
2019
Q2 | $249K | Buy |
8,764
+685
| +8% | +$19.5K | 0.22% | 119 |
|
|
2019
Q1 | $235K | Buy |
+8,079
| New | +$235K | 0.21% | 117 |
|