TWM
TCFG 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 | $1.92M | Buy |
61,804
+1,500
| +2% | +$46.5K | 0.87% | 20 |
|
|
2025
Q1 | $2.06M | Sell |
60,304
-400
| -0.7% | -$13.7K | 1.03% | 18 |
|
|
2024
Q4 | $1.9M | Buy |
60,704
+1,033
| +2% | +$32.4K | 0.96% | 18 |
|
|
2024
Q3 | $1.74M | Buy |
+59,671
| New | +$1.74M | 0.87% | 21 |
|