PWAM
Pinnacle West Asset Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Sell |
59,960
-322
| -0.5% | -$9.98K | 1.29% | 28 |
|
|
2025
Q1 | $2.06M | Buy |
60,282
+175
| +0.3% | +$5.97K | 1.49% | 21 |
|
|
2024
Q4 | $1.89M | Hold |
60,107
| – | – | 1.35% | 23 |
|
|
2024
Q3 | $1.75M | Buy |
60,107
+300
| +0.5% | +$8.73K | 1.25% | 27 |
|
|
2024
Q2 | $1.73M | Hold |
59,807
| – | – | 1.35% | 21 |
|
|
2024
Q1 | $1.75M | Sell |
59,807
-666
| -1% | -$19.4K | 1.39% | 24 |
|
|
2023
Q4 | $1.59M | Buy |
60,473
+5,012
| +9% | +$132K | 1.37% | 22 |
|
|
2023
Q3 | $1.52M | Buy |
55,461
+5,450
| +11% | +$149K | 1.49% | 19 |
|
|
2023
Q2 | $1.32M | Sell |
50,011
-314
| -0.6% | -$8.28K | 1.28% | 24 |
|
|
2023
Q1 | $1.3M | Buy |
+50,325
| New | +$1.3M | 1.36% | 22 |
|