Wealth Enhancement Advisory Services
EPD icon

Wealth Enhancement Advisory Services’s Enterprise Products Partners EPD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$36.7M Buy
1,163,897
+47,829
+4% +$1.51M 0.06% 281
2025
Q1
$38.1M Buy
1,116,068
+47,784
+4% +$1.63M 0.07% 256
2024
Q4
$33.5M Buy
1,068,284
+106,895
+11% +$3.35M 0.06% 274
2024
Q3
$28M Buy
961,389
+14,760
+2% +$430K 0.06% 292
2024
Q2
$27.4M Buy
946,629
+36,431
+4% +$1.06M 0.07% 277
2024
Q1
$26.6M Buy
910,198
+28,767
+3% +$839K 0.07% 265
2023
Q4
$23.2M Buy
881,431
+98,058
+13% +$2.58M 0.07% 275
2023
Q3
$21.4M Buy
+783,373
New +$21.4M 0.07% 266
2023
Q2
Sell
-40,854
Closed -$1.06M 533
2023
Q1
$1.06M Buy
+40,854
New +$1.06M 0.01% 299