LWANC
Laurel Wealth Advisors (North Carolina)’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Buy |
99,357
+96,153
| +3,001% | +$3.1M | 0.05% | 163 |
|
|
2025
Q1 | $109K | Hold |
3,204
| – | – | 0.02% | 234 |
|
|
2024
Q4 | $100K | Hold |
3,204
| – | – | 0.02% | 236 |
|
|
2024
Q3 | $93.3K | Buy |
3,204
+519
| +19% | +$15.1K | 0.01% | 242 |
|
|
2024
Q2 | $77.8K | Hold |
2,685
| – | – | 0.01% | 254 |
|
|
2024
Q1 | $78.3K | Hold |
2,685
| – | – | 0.01% | 254 |
|
|
2023
Q4 | $70.8K | Hold |
2,685
| – | – | 0.01% | 252 |
|
|
2023
Q3 | $73.5K | Hold |
2,685
| – | – | 0.02% | 248 |
|
|
2023
Q2 | $70.8K | Hold |
2,685
| – | – | 0.01% | 253 |
|
|
2023
Q1 | $69.5K | Hold |
2,685
| – | – | 0.01% | 256 |
|
|
2022
Q4 | $64.8K | Hold |
2,685
| – | – | 0.01% | 240 |
|
|
2022
Q3 | $64K | Hold |
2,685
| – | – | 0.02% | 240 |
|
|
2022
Q2 | $65K | Hold |
2,685
| – | – | 0.02% | 237 |
|
|
2022
Q1 | $69K | Hold |
2,685
| – | – | 0.01% | 250 |
|
|
2021
Q4 | $59K | Hold |
2,685
| – | – | 0.01% | 258 |
|
|
2021
Q3 | $58K | Sell |
2,685
-16,000
| -86% | -$346K | 0.01% | 260 |
|
|
2021
Q2 | $451K | Sell |
18,685
-950
| -5% | -$22.9K | 0.1% | 127 |
|
|
2021
Q1 | $432K | Sell |
19,635
-183
| -0.9% | -$4.03K | 0.1% | 122 |
|
|
2020
Q4 | $388K | Buy |
19,818
+16,950
| +591% | +$332K | 0.1% | 124 |
|
|
2020
Q3 | $45K | Sell |
2,868
-300
| -9% | -$4.71K | 0.01% | 248 |
|
|
2020
Q2 | $58K | Sell |
3,168
-130
| -4% | -$2.38K | 0.02% | 222 |
|
|
2020
Q1 | $47K | Buy |
3,298
+333
| +11% | +$4.75K | 0.02% | 226 |
|
|
2019
Q4 | $83K | Hold |
2,965
| – | – | 0.03% | 202 |
|
|
2019
Q3 | $85K | Hold |
2,965
| – | – | 0.03% | 193 |
|
|
2019
Q2 | $86K | Hold |
2,965
| – | – | 0.03% | 191 |
|
|
2019
Q1 | $86K | Hold |
2,965
| – | – | 0.03% | 189 |
|
|
2018
Q4 | $73K | Buy |
+2,965
| New | +$73K | 0.03% | 187 |
|