Wealth Alliance Advisory Group’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
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

Other funds holding EPD