OWA
ORBA 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 | $703K | Buy |
22,671
+10,764
| +90% | +$334K | 0.64% | 38 |
|
|
2025
Q1 | $407K | Hold |
11,907
| – | – | 0.21% | 71 |
|
|
2024
Q4 | $373K | Sell |
11,907
-2,857
| -19% | -$89.6K | 0.2% | 73 |
|
|
2024
Q3 | $430K | Buy |
14,764
+34
| +0.2% | +$990 | 0.22% | 73 |
|
|
2024
Q2 | $427K | Hold |
14,730
| – | – | 0.22% | 70 |
|
|
2024
Q1 | $430K | Buy |
14,730
+466
| +3% | +$13.6K | 0.24% | 68 |
|
|
2023
Q4 | $376K | Buy |
+14,264
| New | +$376K | 0.23% | 66 |
|