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WAAG
Wealth Alliance Advisory Group’s
Enterprise Products Partners
EPD
Stock Holding History
Wealth Alliance Advisory Group’s Portfolio
EPD Stock Details
EPD Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$761K
Buy
20,112
+167
+0.8%
+$5.91K
0.12%
98
2025
Q4
$639K
Buy
19,945
+1,031
+5%
+$32.6K
0.11%
105
2025
Q3
$591K
Buy
18,914
+1,031
+6%
+$32.5K
0.11%
102
2025
Q2
$555K
Buy
17,883
+1,280
+8%
+$39.9K
0.11%
103
2025
Q1
$567K
Sell
16,603
-372
-2%
-$12.4K
0.12%
101
2024
Q4
$532K
Buy
16,975
+1,878
+12%
+$57.7K
0.11%
103
2024
Q3
$439K
Buy
15,097
+1,030
+7%
+$30.1K
0.09%
115
2024
Q2
$408K
Sell
14,067
-490
-3%
-$14.1K
0.09%
123
2024
Q1
$425K
Sell
14,557
-1,020
-7%
-$28K
0.1%
123
2023
Q4
$410K
Buy
15,577
+1,215
+8%
+$32.4K
0.11%
114
2023
Q3
$393K
Buy
14,362
+45
+0.3%
+$1.2K
0.12%
111
2023
Q2
$377K
Buy
14,317
+45
+0.3%
+$1.18K
0.13%
109
2023
Q1
$370K
Buy
14,272
+1,012
+8%
+$26K
0.14%
104
2022
Q4
$320K
Buy
13,260
+3,860
+41%
+$95K
0.12%
109
2022
Q3
$224K
Sell
9,400
-805
-8%
-$20.8K
0.1%
126
2022
Q2
$249K
Buy
+10,205
New
+$268K
0.12%
117
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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