Physician Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Buy |
9,268
+1
| +0% | +$31 | 0.05% | 141 |
|
|
2025
Q1 | $316K | Hold |
9,267
| – | – | 0.05% | 129 |
|
|
2024
Q4 | $291K | Hold |
9,267
| – | – | 0.05% | 142 |
|
|
2024
Q3 | $270K | Hold |
9,267
| – | – | 0.05% | 147 |
|
|
2024
Q2 | $274K | Hold |
9,267
| – | – | 0.05% | 135 |
|
|
2024
Q1 | $263K | Hold |
9,267
| – | – | 0.06% | 134 |
|
|
2023
Q4 | $250K | Buy |
9,267
+286
| +3% | +$7.73K | 0.06% | 136 |
|
|
2023
Q3 | $243K | Hold |
8,981
| – | – | 0.06% | 130 |
|
|
2023
Q2 | $238K | Hold |
8,981
| – | – | 0.06% | 135 |
|
|
2023
Q1 | $240K | Hold |
8,981
| – | – | 0.06% | 135 |
|
|
2022
Q4 | $236K | Hold |
8,981
| – | – | 0.06% | 136 |
|
|
2022
Q3 | $223K | Hold |
8,981
| – | – | 0.07% | 135 |
|
|
2022
Q2 | $239K | Sell |
8,981
-1,419
| -14% | -$37.8K | 0.07% | 132 |
|
|
2022
Q1 | $280K | Hold |
10,400
| – | – | 0.07% | 128 |
|
|
2021
Q4 | $243K | Hold |
10,400
| – | – | 0.06% | 141 |
|
|
2021
Q3 | $252K | Hold |
10,400
| – | – | 0.07% | 136 |
|
|
2021
Q2 | $245K | Hold |
10,400
| – | – | 0.07% | 131 |
|
|
2021
Q1 | $232K | Hold |
10,400
| – | – | 0.08% | 128 |
|
|
2020
Q4 | $224K | Hold |
10,400
| – | – | 0.08% | 128 |
|
|
2020
Q3 | $171K | Hold |
10,400
| – | – | 0.07% | 125 |
|
|
2020
Q2 | $190K | Buy |
+10,400
| New | +$190K | 0.08% | 130 |
|