Wealth Management Associates’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Sell |
9,185
-2,170
| -19% | -$67.3K | 0.11% | 167 |
|
|
2025
Q1 | $388K | Hold |
11,355
| – | – | 0.17% | 118 |
|
|
2024
Q4 | $356K | Hold |
11,355
| – | – | 0.15% | 133 |
|
|
2024
Q3 | $331K | Buy |
11,355
+3,098
| +38% | +$90.2K | 0.15% | 138 |
|
|
2024
Q2 | $239K | Hold |
8,257
| – | – | 0.11% | 170 |
|
|
2024
Q1 | $239K | Buy |
+8,257
| New | +$239K | 0.11% | 170 |
|
|
2020
Q1 | – | Sell |
-7,588
| Closed | -$214K | – | 128 |
|
|
2019
Q4 | $214K | Buy |
7,588
+13
| +0.2% | +$366 | 0.15% | 142 |
|
|
2019
Q3 | $216K | Buy |
7,575
+212
| +3% | +$6.06K | 0.17% | 133 |
|
|
2019
Q2 | $213K | Buy |
7,363
+11
| +0.1% | +$318 | 0.21% | 89 |
|
|
2019
Q1 | $214K | Buy |
+7,352
| New | +$214K | 0.23% | 86 |
|