
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 |
|