WWA
WCG 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 | $3.56M | Buy |
114,681
+47,513
| +71% | +$1.47M | 0.23% | 109 |
|
|
2025
Q1 | $2.29M | Buy |
67,168
+33,562
| +100% | +$1.15M | 0.17% | 133 |
|
|
2024
Q4 | $1.05M | Buy |
33,606
+1,139
| +4% | +$35.7K | 0.07% | 208 |
|
|
2024
Q3 | $945K | Sell |
32,467
-74
| -0.2% | -$2.15K | 0.06% | 227 |
|
|
2024
Q2 | $943K | Buy |
32,541
+4,751
| +17% | +$138K | 0.07% | 198 |
|
|
2024
Q1 | $811K | Sell |
27,790
-5,615
| -17% | -$164K | 0.07% | 198 |
|
|
2023
Q4 | $880K | Buy |
33,405
+262
| +0.8% | +$6.9K | 0.06% | 210 |
|
|
2023
Q3 | $907K | Buy |
+33,143
| New | +$907K | 0.07% | 206 |
|