SWM
Stockman 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 | $869K | Buy |
28,022
+900
| +3% | +$27.9K | 0.12% | 80 |
|
|
2025
Q1 | $926K | Buy |
27,122
+900
| +3% | +$30.7K | 0.14% | 73 |
|
|
2024
Q4 | $822K | Buy |
26,222
+900
| +4% | +$28.2K | 0.13% | 77 |
|
|
2024
Q3 | $737K | Buy |
25,322
+600
| +2% | +$17.5K | 0.11% | 82 |
|
|
2024
Q2 | $716K | Sell |
24,722
-8,543
| -26% | -$248K | 0.13% | 79 |
|
|
2024
Q1 | $971K | Buy |
33,265
+900
| +3% | +$26.3K | 0.17% | 69 |
|
|
2023
Q4 | $853K | Buy |
32,365
+700
| +2% | +$18.4K | 0.17% | 70 |
|
|
2023
Q3 | $867K | Buy |
31,665
+900
| +3% | +$24.6K | 0.19% | 70 |
|
|
2023
Q2 | $811K | Buy |
30,765
+900
| +3% | +$23.7K | 0.17% | 77 |
|
|
2023
Q1 | $774K | Hold |
29,865
| – | – | 0.17% | 78 |
|
|
2022
Q4 | $720K | Sell |
29,865
-5,751
| -16% | -$139K | 0.17% | 86 |
|
|
2022
Q3 | $847K | Buy |
35,616
+5,751
| +19% | +$137K | 0.23% | 63 |
|
|
2022
Q2 | $728K | Hold |
29,865
| – | – | 0.19% | 75 |
|
|
2022
Q1 | $771K | Sell |
29,865
-3,949
| -12% | -$102K | 0.16% | 79 |
|
|
2021
Q4 | $743K | Buy |
33,814
+5,500
| +19% | +$121K | 0.15% | 85 |
|
|
2021
Q3 | $613K | Buy |
28,314
+10,000
| +55% | +$217K | 0.14% | 97 |
|
|
2021
Q2 | $442K | Buy |
18,314
+5,000
| +38% | +$121K | 0.11% | 125 |
|
|
2021
Q1 | $293K | Sell |
13,314
-450
| -3% | -$9.9K | 0.08% | 143 |
|
|
2020
Q4 | $270K | Sell |
13,764
-100
| -0.7% | -$1.96K | 0.08% | 144 |
|
|
2020
Q3 | $219K | Hold |
13,864
| – | – | 0.08% | 145 |
|
|
2020
Q2 | $252K | Buy |
13,864
+3,099
| +29% | +$56.3K | 0.09% | 127 |
|
|
2020
Q1 | $154K | Hold |
10,765
| – | – | 0.07% | 141 |
|
|
2019
Q4 | $303K | Hold |
10,765
| – | – | 0.11% | 135 |
|
|
2019
Q3 | $308K | Buy |
+10,765
| New | +$308K | 0.12% | 123 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 121 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 116 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 119 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 111 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 106 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 115 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 113 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 105 |
|