PFA
Pathway Financial Advisers’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.7M | Buy |
280,594
+5,670
| +2% | +$176K | 2.82% | 3 |
|
|
2025
Q1 | $9.39M | Buy |
274,924
+4,858
| +2% | +$166K | 3.22% | 1 |
|
|
2024
Q4 | $8.47M | Sell |
270,066
-7,485,940
| -97% | -$235M | 2.84% | 2 |
|
|
2024
Q3 | $266K | Buy |
7,756,006
+7,494,224
| +2,863% | +$257K | 0.12% | 107 |
|
|
2024
Q2 | $7.58M | Buy |
261,782
+1,662
| +0.6% | +$48.1K | 2.72% | 1 |
|
|
2024
Q1 | $7.59M | Sell |
260,120
-452
| -0.2% | -$13.2K | 2.73% | 1 |
|
|
2023
Q4 | $6.87M | Buy |
260,572
+3,108
| +1% | +$81.9K | 2.61% | 1 |
|
|
2023
Q3 | $7.05M | Buy |
+257,464
| New | +$7.05M | 2.91% | 1 |
|
|
2023
Q1 | $6.35M | Buy |
245,380
+7,683
| +3% | +$199K | 2.56% | 1 |
|
|
2022
Q4 | $5.73M | Buy |
+237,697
| New | +$5.73M | 2.32% | 4 |
|