WAOI
Wealth Advisors of Iowa’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Buy |
10,297
+4
| +0% | +$124 | 0.12% | 53 |
|
|
2025
Q1 | $351K | Buy |
10,293
+3
| +0% | +$102 | 0.15% | 49 |
|
|
2024
Q4 | $323K | Buy |
10,290
+4
| +0% | +$125 | 0.16% | 46 |
|
|
2024
Q3 | $299K | Buy |
10,286
+3
| +0% | +$87 | 0.15% | 45 |
|
|
2024
Q2 | $298K | Buy |
10,283
+4
| +0% | +$116 | 0.17% | 34 |
|
|
2024
Q1 | $300K | Buy |
10,279
+4
| +0% | +$117 | 0.18% | 47 |
|
|
2023
Q4 | $271K | Buy |
10,275
+3
| +0% | +$79 | 0.18% | 48 |
|
|
2023
Q3 | $281K | Buy |
10,272
+4
| +0% | +$109 | 0.2% | 49 |
|
|
2023
Q2 | $271K | Sell |
10,268
-1,997
| -16% | -$52.6K | 0.2% | 50 |
|
|
2023
Q1 | $318K | Sell |
12,265
-332
| -3% | -$8.6K | 0.25% | 40 |
|
|
2022
Q4 | $304K | Buy |
12,597
+336
| +3% | +$8.11K | 0.25% | 48 |
|
|
2022
Q3 | $292K | Sell |
12,261
-54,877
| -82% | -$1.31M | 0.27% | 38 |
|
|
2022
Q2 | $1.7M | Buy |
67,138
+24,522
| +58% | +$620K | 0.3% | 30 |
|
|
2022
Q1 | $1.1M | Buy |
42,616
+12,704
| +42% | +$328K | 0.55% | 18 |
|
|
2021
Q4 | $657K | Sell |
29,912
-4,034
| -12% | -$88.6K | 0.36% | 22 |
|
|
2021
Q3 | $735K | Buy |
33,946
+7,228
| +27% | +$157K | 0.4% | 25 |
|
|
2021
Q2 | $645K | Buy |
26,718
+4,650
| +21% | +$112K | 0.34% | 26 |
|
|
2021
Q1 | $486K | Buy |
22,068
+5,780
| +35% | +$127K | 0.27% | 29 |
|
|
2020
Q4 | $319K | Buy |
16,288
+3,860
| +31% | +$75.6K | 0.2% | 31 |
|
|
2020
Q3 | $196K | Hold |
12,428
| – | – | 0.13% | 29 |
|
|
2020
Q2 | $226K | Hold |
12,428
| – | – | 0.17% | 26 |
|
|
2020
Q1 | $178K | Buy |
+12,428
| New | +$178K | 0.14% | 25 |
|