WAAG
Wealth Alliance Advisory Group’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $555K | Buy |
17,883
+1,280
| +8% | +$39.7K | 0.11% | 103 |
|
|
2025
Q1 | $567K | Sell |
16,603
-372
| -2% | -$12.7K | 0.12% | 101 |
|
|
2024
Q4 | $532K | Buy |
16,975
+1,878
| +12% | +$58.9K | 0.11% | 103 |
|
|
2024
Q3 | $439K | Buy |
15,097
+1,030
| +7% | +$30K | 0.09% | 115 |
|
|
2024
Q2 | $408K | Sell |
14,067
-490
| -3% | -$14.2K | 0.09% | 123 |
|
|
2024
Q1 | $425K | Sell |
14,557
-1,020
| -7% | -$29.8K | 0.1% | 123 |
|
|
2023
Q4 | $410K | Buy |
15,577
+1,215
| +8% | +$32K | 0.11% | 114 |
|
|
2023
Q3 | $393K | Buy |
14,362
+45
| +0.3% | +$1.23K | 0.12% | 111 |
|
|
2023
Q2 | $377K | Buy |
14,317
+45
| +0.3% | +$1.19K | 0.13% | 109 |
|
|
2023
Q1 | $370K | Buy |
14,272
+1,012
| +8% | +$26.2K | 0.14% | 104 |
|
|
2022
Q4 | $320K | Buy |
13,260
+3,860
| +41% | +$93.1K | 0.12% | 109 |
|
|
2022
Q3 | $224K | Sell |
9,400
-805
| -8% | -$19.2K | 0.1% | 126 |
|
|
2022
Q2 | $249K | Buy |
+10,205
| New | +$249K | 0.12% | 117 |
|