SWM
Sendero 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 | $440K | Hold |
14,195
| – | – | 0.05% | 156 |
|
|
2025
Q1 | $485K | Hold |
14,195
| – | – | 0.07% | 140 |
|
|
2024
Q4 | $445K | Buy |
14,195
+5,000
| +54% | +$157K | 0.07% | 135 |
|
|
2024
Q3 | $268K | Buy |
9,195
+827
| +10% | +$24.1K | 0.04% | 151 |
|
|
2024
Q2 | $243K | Hold |
8,368
| – | – | 0.04% | 151 |
|
|
2024
Q1 | $244K | Hold |
8,368
| – | – | 0.04% | 149 |
|
|
2023
Q4 | $220K | Hold |
8,368
| – | – | 0.04% | 144 |
|
|
2023
Q3 | $229K | Hold |
8,368
| – | – | 0.05% | 147 |
|
|
2023
Q2 | $220K | Buy |
+8,368
| New | +$220K | 0.05% | 144 |
|