OWA
Outlook 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 | $374K | Sell |
12,058
-900
| -7% | -$27.9K | 0.1% | 199 |
|
|
2025
Q1 | $442K | Buy |
12,958
+1,350
| +12% | +$46.1K | 0.12% | 153 |
|
|
2024
Q4 | $364K | Hold |
11,608
| – | – | 0.1% | 198 |
|
|
2024
Q3 | $338K | Sell |
11,608
-688
| -6% | -$20K | 0.1% | 205 |
|
|
2024
Q2 | $356K | Hold |
12,296
| – | – | 0.11% | 177 |
|
|
2024
Q1 | $359K | Hold |
12,296
| – | – | 0.11% | 177 |
|
|
2023
Q4 | $324K | Hold |
12,296
| – | – | 0.11% | 160 |
|
|
2023
Q3 | $337K | Buy |
12,296
+1,688
| +16% | +$46.2K | 0.13% | 153 |
|
|
2023
Q2 | $280K | Buy |
10,608
+1,700
| +19% | +$44.8K | 0.11% | 166 |
|
|
2023
Q1 | $231K | Sell |
8,908
-3,500
| -28% | -$90.7K | 0.1% | 168 |
|
|
2022
Q4 | $299K | Hold |
12,408
| – | – | 0.14% | 132 |
|
|
2022
Q3 | $295K | Buy |
12,408
+1,520
| +14% | +$36.1K | 0.13% | 144 |
|
|
2022
Q2 | $265K | Sell |
10,888
-120
| -1% | -$2.92K | 0.11% | 159 |
|
|
2022
Q1 | $284K | Buy |
11,008
+120
| +1% | +$3.1K | 0.1% | 167 |
|
|
2021
Q4 | $239K | Hold |
10,888
| – | – | 0.07% | 187 |
|
|
2021
Q3 | $236K | Hold |
10,888
| – | – | 0.08% | 191 |
|
|
2021
Q2 | $263K | Buy |
+10,888
| New | +$263K | 0.08% | 188 |
|