Schwarz Dygos Wheeler Investment 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 | $811K | Hold |
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|
2025
Q2 | $805K | Hold |
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|
2025
Q1 | $886K | Hold |
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|
2024
Q4 | $814K | Hold |
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|
2024
Q3 | $755K | Hold |
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|
2024
Q2 | $752K | Hold |
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|
2024
Q1 | $757K | Hold |
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|
2023
Q4 | $684K | Hold |
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|
2023
Q3 | $710K | Hold |
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|
2023
Q2 | $684K | Hold |
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|
2023
Q1 | $672K | Hold |
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|
2022
Q4 | $626K | Hold |
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|
2022
Q3 | $617K | Hold |
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|
2022
Q2 | $632K | Hold |
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|
2022
Q1 | $670K | Hold |
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|
2021
Q4 | $570K | Hold |
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|
2021
Q3 | $562K | Sell |
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|
2021
Q2 | $692K | Buy |
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|
2021
Q1 | $630K | Buy |
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|
2020
Q4 | $554K | Sell |
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|
2020
Q3 | $588K | Buy |
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|
2020
Q2 | $524K | Buy |
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|
2020
Q1 | $260K | Buy |
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|
2019
Q4 | $507K | Buy |
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|
2019
Q3 | $491K | Hold |
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|
2019
Q2 | $496K | Hold |
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|
2019
Q1 | $500K | Sell |
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|
2018
Q4 | $503K | Buy |
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