MWM
Mattern 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 | $213K | Sell |
6,859
-1,625
| -19% | -$50.4K | 0.04% | 151 |
|
|
2025
Q1 | $290K | Buy |
8,484
+1,825
| +27% | +$62.3K | 0.06% | 130 |
|
|
2024
Q4 | $209K | Sell |
6,659
-2,666
| -29% | -$83.6K | 0.05% | 166 |
|
|
2024
Q3 | $271K | Buy |
9,325
+800
| +9% | +$23.3K | 0.06% | 149 |
|
|
2024
Q2 | $247K | Sell |
8,525
-209
| -2% | -$6.06K | 0.06% | 158 |
|
|
2024
Q1 | $255K | Buy |
8,734
+10
| +0.1% | +$292 | 0.06% | 153 |
|
|
2023
Q4 | $230K | Sell |
8,724
-600
| -6% | -$15.8K | 0.06% | 157 |
|
|
2023
Q3 | $255K | Sell |
9,324
-30
| -0.3% | -$821 | 0.07% | 146 |
|
|
2023
Q2 | $246K | Buy |
9,354
+730
| +8% | +$19.2K | 0.07% | 146 |
|
|
2023
Q1 | $223K | Buy |
+8,624
| New | +$223K | 0.07% | 162 |
|