WKWM
Walter & Keenan 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 | $498K | Sell |
16,048
-5,000
| -24% | -$155K | 0.14% | 108 |
|
|
2025
Q1 | $719K | Hold |
21,048
| – | – | 0.22% | 92 |
|
|
2024
Q4 | $660K | Hold |
21,048
| – | – | 0.2% | 94 |
|
|
2024
Q3 | $613K | Hold |
21,048
| – | – | 0.19% | 100 |
|
|
2024
Q2 | $610K | Sell |
21,048
-1,000
| -5% | -$29K | 0.19% | 93 |
|
|
2024
Q1 | $643K | Hold |
22,048
| – | – | 0.21% | 93 |
|
|
2023
Q4 | $581K | Sell |
22,048
-8,000
| -27% | -$211K | 0.21% | 92 |
|
|
2023
Q3 | $822K | Hold |
30,048
| – | – | 0.32% | 72 |
|
|
2023
Q2 | $792K | Hold |
30,048
| – | – | 0.29% | 76 |
|
|
2023
Q1 | $778K | Buy |
30,048
+1,000
| +3% | +$25.9K | 0.3% | 79 |
|
|
2022
Q4 | $701K | Hold |
29,048
| – | – | 0.28% | 75 |
|
|
2022
Q3 | $691K | Sell |
29,048
-500
| -2% | -$11.9K | 0.29% | 75 |
|
|
2022
Q2 | $720K | Buy |
29,548
+1,548
| +6% | +$37.7K | 0.28% | 74 |
|
|
2022
Q1 | $723K | Hold |
28,000
| – | – | 0.25% | 80 |
|
|
2021
Q4 | $615K | Sell |
28,000
-24,500
| -47% | -$538K | 0.2% | 86 |
|
|
2021
Q3 | $1.14M | Sell |
52,500
-2,623
| -5% | -$56.8K | 0.39% | 67 |
|
|
2021
Q2 | $1.33M | Buy |
55,123
+2,623
| +5% | +$63.3K | 0.46% | 60 |
|
|
2021
Q1 | $1.16M | Sell |
52,500
-4,041
| -7% | -$89K | 0.41% | 68 |
|
|
2020
Q4 | $1.11M | Hold |
56,541
| – | – | 0.4% | 70 |
|
|
2020
Q3 | $893K | Hold |
56,541
| – | – | 0.35% | 70 |
|
|
2020
Q2 | $1.03M | Buy |
+56,541
| New | +$1.03M | 0.42% | 62 |
|
|
2020
Q1 | – | Sell |
-50,541
| Closed | -$1.42M | – | 143 |
|
|
2019
Q4 | $1.42M | Buy |
50,541
+4,775
| +10% | +$134K | 0.55% | 53 |
|
|
2019
Q3 | $1.31M | Buy |
45,766
+11,266
| +33% | +$322K | 0.5% | 59 |
|
|
2019
Q2 | $996K | Hold |
34,500
| – | – | 0.44% | 60 |
|
|
2019
Q1 | $1M | Sell |
34,500
-4,110
| -11% | -$120K | 0.44% | 61 |
|
|
2018
Q4 | $949K | Sell |
38,610
-202
| -0.5% | -$4.97K | 0.43% | 59 |
|
|
2018
Q3 | $1.12K | Sell |
38,812
-7,000
| -15% | -$201 | 0.33% | 59 |
|
|
2018
Q2 | $1.27M | Buy |
45,812
+4,500
| +11% | +$125K | 0.55% | 54 |
|
|
2018
Q1 | $1.01M | Buy |
41,312
+30,000
| +265% | +$734K | 0.44% | 62 |
|
|
2017
Q4 | $300K | Buy |
11,312
+2,312
| +26% | +$61.3K | 0.13% | 133 |
|
|
2017
Q3 | $235K | Buy |
+9,000
| New | +$235K | 0.11% | 147 |
|