TCWA
Turtle Creek Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.77M | Buy |
153,695
+56,112
| +58% | +$1.74M | 0.56% | 54 |
|
|
2025
Q1 | $3.33M | Buy |
97,583
+68,606
| +237% | +$2.34M | 0.5% | 62 |
|
|
2024
Q4 | $909K | Buy |
28,977
+507
| +2% | +$15.9K | 0.21% | 57 |
|
|
2024
Q3 | $829K | Buy |
28,470
+2,515
| +10% | +$73.2K | 0.17% | 79 |
|
|
2024
Q2 | $752K | Buy |
25,955
+4,375
| +20% | +$127K | 0.17% | 75 |
|
|
2024
Q1 | $630K | Buy |
21,580
+16,690
| +341% | +$487K | 0.15% | 84 |
|
|
2023
Q4 | $129K | Buy |
+4,890
| New | +$129K | 0.04% | 170 |
|