Walled Lake Planning & Wealth Management’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Hold |
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|
2025
Q1 | $354K | Hold |
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|
2024
Q4 | $325K | Sell |
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|
2024
Q3 | $373K | Buy |
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|
2024
Q2 | $370K | Buy |
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|
2024
Q1 | $336K | Hold |
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|
2023
Q4 | $304K | Buy |
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|
2023
Q3 | $264K | Hold |
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|
2023
Q2 | $254K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $126K | Hold |
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|
2021
Q2 | $140K | Hold |
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|
2021
Q1 | $128K | Hold |
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|
2020
Q4 | $114K | Hold |
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|
2020
Q3 | $92K | Buy |
|