LW
Linscomb Wealth’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.45M | Sell |
272,561
-836
| -0.3% | -$25.9K | 0.39% | 59 |
|
|
2025
Q1 | $9.33M | Buy |
273,397
+101,056
| +59% | +$3.45M | 0.46% | 50 |
|
|
2024
Q4 | $5.4M | Sell |
172,341
-1,084
| -0.6% | -$34K | 0.27% | 85 |
|
|
2024
Q3 | $5.05M | Sell |
173,425
-1,773
| -1% | -$51.6K | 0.25% | 89 |
|
|
2024
Q2 | $5.08M | Sell |
175,198
-7,764
| -4% | -$225K | 0.26% | 88 |
|
|
2024
Q1 | $5.34M | Sell |
182,962
-21,945
| -11% | -$640K | 0.27% | 84 |
|
|
2023
Q4 | $5.4M | Buy |
204,907
+29,112
| +17% | +$767K | 0.3% | 79 |
|
|
2023
Q3 | $4.81M | Sell |
175,795
-4,639
| -3% | -$127K | 0.28% | 80 |
|
|
2023
Q2 | $4.75M | Sell |
180,434
-280
| -0.2% | -$7.38K | 0.26% | 88 |
|
|
2023
Q1 | $4.68M | Sell |
180,714
-56,163
| -24% | -$1.45M | 0.25% | 90 |
|
|
2022
Q4 | $5.71M | Buy |
236,877
+70,600
| +42% | +$1.7M | 0.29% | 75 |
|
|
2022
Q3 | $3.95M | Sell |
166,277
-143
| -0.1% | -$3.4K | 0.24% | 90 |
|
|
2022
Q2 | $4.06M | Sell |
166,420
-21,934
| -12% | -$535K | 0.23% | 88 |
|
|
2022
Q1 | $4.86M | Buy |
188,354
+4,794
| +3% | +$124K | 0.23% | 84 |
|
|
2021
Q4 | $4.03M | Sell |
183,560
-2,053
| -1% | -$45.1K | 0.19% | 96 |
|
|
2021
Q3 | $4.02M | Buy |
185,613
+13,117
| +8% | +$284K | 0.21% | 94 |
|
|
2021
Q2 | $4.16M | Sell |
172,496
-8,546
| -5% | -$206K | 0.21% | 92 |
|
|
2021
Q1 | $3.99M | Sell |
181,042
-5,933
| -3% | -$131K | 0.22% | 91 |
|
|
2020
Q4 | $3.66M | Buy |
186,975
+7,605
| +4% | +$149K | 0.22% | 91 |
|
|
2020
Q3 | $2.83M | Sell |
179,370
-5,643
| -3% | -$89.1K | 0.2% | 94 |
|
|
2020
Q2 | $3.36M | Buy |
185,013
+11,148
| +6% | +$203K | 0.25% | 86 |
|
|
2020
Q1 | $2.49M | Buy |
173,865
+8,460
| +5% | +$121K | 0.22% | 86 |
|
|
2019
Q4 | $4.66M | Sell |
165,405
-11,172
| -6% | -$315K | 0.3% | 66 |
|
|
2019
Q3 | $5.05M | Buy |
176,577
+14,171
| +9% | +$405K | 0.41% | 50 |
|
|
2019
Q2 | $4.69M | Sell |
162,406
-969
| -0.6% | -$28K | 0.38% | 48 |
|
|
2019
Q1 | $4.75M | Sell |
163,375
-724
| -0.4% | -$21.1K | 0.4% | 46 |
|
|
2018
Q4 | $4.04M | Buy |
164,099
+1,530
| +0.9% | +$37.6K | 0.38% | 44 |
|
|
2018
Q3 | $4.67M | Buy |
162,569
+7,276
| +5% | +$209K | 0.38% | 47 |
|
|
2018
Q2 | $4.3M | Buy |
155,293
+362
| +0.2% | +$10K | 0.37% | 47 |
|
|
2018
Q1 | $3.79M | Buy |
154,931
+13,501
| +10% | +$331K | 0.32% | 53 |
|
|
2017
Q4 | $3.75M | Sell |
141,430
-1,681
| -1% | -$44.6K | 0.31% | 57 |
|
|
2017
Q3 | $3.73M | Sell |
143,111
-9,859
| -6% | -$257K | 0.32% | 53 |
|
|
2017
Q2 | $4.14M | Sell |
152,970
-1,596
| -1% | -$43.2K | 0.37% | 44 |
|
|
2017
Q1 | $4.27M | Sell |
154,566
-264
| -0.2% | -$7.29K | 0.39% | 41 |
|
|
2016
Q4 | $4.19M | Sell |
154,830
-9,941
| -6% | -$269K | 0.39% | 37 |
|
|
2016
Q3 | $4.55M | Sell |
164,771
-182
| -0.1% | -$5.03K | 0.44% | 29 |
|
|
2016
Q2 | $4.83M | Buy |
164,953
+7,302
| +5% | +$214K | 0.49% | 27 |
|
|
2016
Q1 | $3.88M | Sell |
157,651
-756
| -0.5% | -$18.6K | 0.42% | 31 |
|
|
2015
Q4 | $4.05M | Buy |
158,407
+4,140
| +3% | +$106K | 0.46% | 28 |
|
|
2015
Q3 | $3.84M | Buy |
154,267
+688
| +0.4% | +$17.1K | 0.45% | 30 |
|
|
2015
Q2 | $4.59M | Buy |
153,579
+7,881
| +5% | +$236K | 0.5% | 30 |
|
|
2015
Q1 | $4.8M | Buy |
145,698
+1,975
| +1% | +$65K | 0.51% | 28 |
|
|
2014
Q4 | $5.19M | Buy |
143,723
+13,312
| +10% | +$481K | 0.57% | 28 |
|
|
2014
Q3 | $5.26M | Buy |
130,411
+66,175
| +103% | +$2.67M | 0.58% | 29 |
|
|
2014
Q2 | $5.03M | Sell |
64,236
-2,411
| -4% | -$189K | 0.53% | 30 |
|
|
2014
Q1 | $4.62M | Sell |
66,647
-11,971
| -15% | -$830K | 0.51% | 32 |
|
|
2013
Q4 | $5.21M | Sell |
78,618
-135
| -0.2% | -$8.95K | 0.64% | 26 |
|
|
2013
Q3 | $4.81M | Buy |
78,753
+31
| +0% | +$1.89K | 0.63% | 31 |
|
|
2013
Q2 | $4.89M | Buy |
+78,722
| New | +$4.89M | 0.67% | 30 |
|