Physician Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $290K | Hold |
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|
2025
Q2 | $287K | Buy |
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|
2025
Q1 | $316K | Hold |
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|
2024
Q4 | $291K | Hold |
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|
2024
Q3 | $270K | Hold |
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|
2024
Q2 | $274K | Hold |
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|
2024
Q1 | $263K | Hold |
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|
2023
Q4 | $250K | Buy |
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|
2023
Q3 | $243K | Hold |
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|
2023
Q2 | $238K | Hold |
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|
2023
Q1 | $240K | Hold |
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|
2022
Q4 | $236K | Hold |
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|
2022
Q3 | $223K | Hold |
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|
2022
Q2 | $239K | Sell |
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|
2022
Q1 | $280K | Hold |
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|
2021
Q4 | $243K | Hold |
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|
2021
Q3 | $252K | Hold |
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|
2021
Q2 | $245K | Hold |
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|
2021
Q1 | $232K | Hold |
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|
2020
Q4 | $224K | Hold |
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|
2020
Q3 | $171K | Hold |
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|
2020
Q2 | $190K | Buy |
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