MWA
Martel 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 | $242K | Buy |
7,788
+548
| +8% | +$17K | 0.04% | 63 |
|
|
2025
Q1 | $247K | Hold |
7,240
| – | – | 0.05% | 62 |
|
|
2024
Q4 | $227K | Hold |
7,240
| – | – | 0.04% | 66 |
|
|
2024
Q3 | $215K | Hold |
7,240
| – | – | 0.04% | 51 |
|
|
2024
Q2 | $210K | Hold |
7,240
| – | – | 0.05% | 53 |
|
|
2024
Q1 | $211K | Buy |
+7,240
| New | +$211K | 0.05% | 53 |
|