USCWA
U.S. Capital 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 | $67.8M | Buy |
2,184,992
+41,185
| +2% | +$1.28M | 1.98% | 6 |
|
|
2025
Q1 | $73.2M | Buy |
2,143,807
+259,383
| +14% | +$8.86M | 2.24% | 4 |
|
|
2024
Q4 | $59.1M | Buy |
1,884,424
+11,600
| +0.6% | +$364K | 1.83% | 7 |
|
|
2024
Q3 | $54.5M | Buy |
1,872,824
+176,840
| +10% | +$5.15M | 1.92% | 6 |
|
|
2024
Q2 | $49.1M | Buy |
1,695,984
+8,518
| +0.5% | +$247K | 1.86% | 8 |
|
|
2024
Q1 | $49.2M | Sell |
1,687,466
-45,638
| -3% | -$1.33M | 1.9% | 6 |
|
|
2023
Q4 | $45.7M | Sell |
1,733,104
-60,969
| -3% | -$1.61M | 1.81% | 8 |
|
|
2023
Q3 | $49.1M | Buy |
1,794,073
+254,175
| +17% | +$6.96M | 2.21% | 6 |
|
|
2023
Q2 | $40.6M | Buy |
1,539,898
+20,707
| +1% | +$546K | 1.93% | 6 |
|
|
2023
Q1 | $39.3M | Buy |
1,519,191
+143,801
| +10% | +$3.72M | 1.82% | 6 |
|
|
2022
Q4 | $33.2M | Buy |
1,375,390
+85,873
| +7% | +$2.07M | 1.54% | 6 |
|
|
2022
Q3 | $30.7M | Buy |
1,289,517
+68,066
| +6% | +$1.62M | 1.55% | 6 |
|
|
2022
Q2 | $29.8M | Buy |
1,221,451
+28,006
| +2% | +$683K | 1.31% | 10 |
|
|
2022
Q1 | $30.8M | Buy |
1,193,445
+10,185
| +0.9% | +$263K | 1.13% | 11 |
|
|
2021
Q4 | $26M | Buy |
1,183,260
+19,453
| +2% | +$427K | 1.03% | 15 |
|
|
2021
Q3 | $25.2M | Buy |
+1,163,807
| New | +$25.2M | 1.09% | 12 |
|