RDWM
Red Door Wealth Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
45,537
+187
| +0.4% | +$5.8K | 0.17% | 88 |
|
|
2025
Q1 | $1.55M | Buy |
45,350
+696
| +2% | +$23.8K | 0.23% | 71 |
|
|
2024
Q4 | $1.4M | Buy |
44,654
+699
| +2% | +$21.9K | 0.21% | 76 |
|
|
2024
Q3 | $1.28M | Buy |
43,955
+462
| +1% | +$13.4K | 0.21% | 76 |
|
|
2024
Q2 | $1.26M | Sell |
43,493
-6,496
| -13% | -$188K | 0.22% | 73 |
|
|
2024
Q1 | $1.46M | Buy |
49,989
+3,443
| +7% | +$100K | 0.28% | 68 |
|
|
2023
Q4 | $1.23M | Buy |
46,546
+5,317
| +13% | +$140K | 0.27% | 68 |
|
|
2023
Q3 | $1.13M | Sell |
41,229
-1,566
| -4% | -$42.9K | 0.28% | 65 |
|
|
2023
Q2 | $1.13M | Buy |
42,795
+783
| +2% | +$20.6K | 0.25% | 70 |
|
|
2023
Q1 | $1.09M | Buy |
42,012
+663
| +2% | +$17.2K | 0.34% | 64 |
|
|
2022
Q4 | $997K | Sell |
41,349
-2,911
| -7% | -$70.2K | 0.33% | 68 |
|
|
2022
Q3 | $1.05M | Buy |
44,260
+14,282
| +48% | +$339K | 0.4% | 61 |
|
|
2022
Q2 | $730K | Buy |
29,978
+1,165
| +4% | +$28.4K | 0.27% | 73 |
|
|
2022
Q1 | $743K | Sell |
28,813
-1,717
| -6% | -$44.3K | 0.25% | 71 |
|
|
2021
Q4 | $670K | Buy |
30,530
+2,165
| +8% | +$47.5K | 0.22% | 82 |
|
|
2021
Q3 | $614K | Buy |
28,365
+3,224
| +13% | +$69.8K | 0.23% | 80 |
|
|
2021
Q2 | $606K | Buy |
25,141
+1,494
| +6% | +$36K | 0.24% | 79 |
|
|
2021
Q1 | $523K | Sell |
23,647
-518
| -2% | -$11.5K | 0.27% | 75 |
|
|
2020
Q4 | $473K | Buy |
24,165
+1,587
| +7% | +$31.1K | 0.28% | 73 |
|
|
2020
Q3 | $357K | Buy |
22,578
+2,389
| +12% | +$37.8K | 0.26% | 79 |
|
|
2020
Q2 | $366K | Sell |
20,189
-1,382
| -6% | -$25.1K | 0.27% | 75 |
|
|
2020
Q1 | $308K | Buy |
21,571
+1,791
| +9% | +$25.6K | 0.29% | 71 |
|
|
2019
Q4 | $575K | Buy |
+19,780
| New | +$575K | 0.51% | 53 |
|