Wealth Advisors of Iowa’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 | $319K | Buy |
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|
2025
Q1 | $351K | Buy |
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|
2024
Q4 | $323K | Buy |
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|
2024
Q3 | $299K | Buy |
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|
2024
Q2 | $298K | Buy |
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|
2024
Q1 | $300K | Buy |
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|
2023
Q4 | $271K | Buy |
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|
2023
Q3 | $281K | Buy |
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|
2023
Q2 | $271K | Sell |
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|
2023
Q1 | $318K | Sell |
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|
2022
Q4 | $304K | Buy |
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|
2022
Q3 | $292K | Sell |
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|
2022
Q2 | $1.7M | Buy |
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|
2022
Q1 | $1.1M | Buy |
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|
2021
Q4 | $657K | Sell |
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|
2021
Q3 | $735K | Buy |
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|
2021
Q2 | $645K | Buy |
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|
2021
Q1 | $486K | Buy |
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|
2020
Q4 | $319K | Buy |
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|
2020
Q3 | $196K | Hold |
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|
2020
Q2 | $226K | Hold |
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|
2020
Q1 | $178K | Buy |
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