Schwarz Dygos Wheeler Investment 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 | $805K | Hold |
25,949
| – | – | 0.18% | 89 |
|
|
2025
Q1 | $886K | Hold |
25,949
| – | – | 0.21% | 72 |
|
|
2024
Q4 | $814K | Hold |
25,949
| – | – | 0.2% | 75 |
|
|
2024
Q3 | $755K | Hold |
25,949
| – | – | 0.19% | 83 |
|
|
2024
Q2 | $752K | Hold |
25,949
| – | – | 0.2% | 80 |
|
|
2024
Q1 | $757K | Hold |
25,949
| – | – | 0.21% | 75 |
|
|
2023
Q4 | $684K | Hold |
25,949
| – | – | 0.21% | 75 |
|
|
2023
Q3 | $710K | Hold |
25,949
| – | – | 0.24% | 66 |
|
|
2023
Q2 | $684K | Hold |
25,949
| – | – | 0.23% | 67 |
|
|
2023
Q1 | $672K | Hold |
25,949
| – | – | 0.24% | 62 |
|
|
2022
Q4 | $626K | Hold |
25,949
| – | – | 0.25% | 63 |
|
|
2022
Q3 | $617K | Hold |
25,949
| – | – | 0.27% | 57 |
|
|
2022
Q2 | $632K | Hold |
25,949
| – | – | 0.25% | 61 |
|
|
2022
Q1 | $670K | Hold |
25,949
| – | – | 0.23% | 65 |
|
|
2021
Q4 | $570K | Hold |
25,949
| – | – | 0.19% | 73 |
|
|
2021
Q3 | $562K | Sell |
25,949
-2,719
| -9% | -$58.9K | 0.21% | 74 |
|
|
2021
Q2 | $692K | Buy |
28,668
+75
| +0.3% | +$1.81K | 0.25% | 65 |
|
|
2021
Q1 | $630K | Buy |
28,593
+300
| +1% | +$6.61K | 0.26% | 63 |
|
|
2020
Q4 | $554K | Sell |
28,293
-8,927
| -24% | -$175K | 0.27% | 57 |
|
|
2020
Q3 | $588K | Buy |
37,220
+6,624
| +22% | +$105K | 0.33% | 52 |
|
|
2020
Q2 | $524K | Buy |
30,596
+12,396
| +68% | +$212K | 0.34% | 50 |
|
|
2020
Q1 | $260K | Buy |
18,200
+200
| +1% | +$2.86K | 0.22% | 65 |
|
|
2019
Q4 | $507K | Buy |
18,000
+825
| +5% | +$23.2K | 0.35% | 48 |
|
|
2019
Q3 | $491K | Hold |
17,175
| – | – | 0.39% | 46 |
|
|
2019
Q2 | $496K | Hold |
17,175
| – | – | 0.41% | 45 |
|
|
2019
Q1 | $500K | Sell |
17,175
-3,300
| -16% | -$96.1K | 0.43% | 45 |
|
|
2018
Q4 | $503K | Buy |
+20,475
| New | +$503K | 0.54% | 41 |
|