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LWA
Lowe Wealth Advisors’s
Enterprise Products Partners
EPD
Stock Holding History
Lowe Wealth Advisors’s Portfolio
EPD Stock Details
EPD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
$18.8K
Hold
600
–
–
0.01%
217
2025
Q2
$18.6K
Hold
600
–
–
0.01%
205
2025
Q1
$20.5K
Hold
600
–
–
0.01%
194
2024
Q4
$18.8K
Hold
600
–
–
0.01%
190
2024
Q3
$17.5K
Hold
600
–
–
0.01%
179
2024
Q2
$17.4K
Sell
600
-300
-33%
-$8.6K
0.01%
180
2024
Q1
$26.3K
Hold
900
–
–
0.01%
147
2023
Q4
$23.7K
Buy
+900
New
+$24K
0.01%
150
2018
Q1
–
Sell
-400
Closed
-$11K
–
249
2017
Q4
$11K
Hold
400
–
–
0.01%
148
2017
Q3
$10K
Hold
400
–
–
0.01%
151
2017
Q2
$11K
Hold
400
–
–
0.01%
128
2017
Q1
$11K
Hold
400
–
–
0.01%
127
2016
Q4
$11K
Sell
400
-128
-24%
-$3.33K
0.01%
130
2016
Q3
$15K
Hold
528
–
–
0.01%
118
2016
Q2
$15K
Buy
528
+128
+32%
+$3.44K
0.01%
118
2016
Q1
$10K
Hold
400
–
–
0.01%
128
2015
Q4
$10K
Sell
400
-300
-43%
-$7.79K
0.01%
128
2015
Q3
$17K
Sell
700
-3,970
-85%
-$110K
0.01%
91
2015
Q2
$140K
Hold
4,670
–
–
0.09%
41
2015
Q1
$154K
Hold
4,670
–
–
0.1%
33
2014
Q4
$169K
Buy
+4,670
New
+$173K
0.12%
30
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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