WA
WealthTrust Axiom’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Sell |
41,663
-675
| -2% | -$20.9K | 0.38% | 64 |
|
|
2025
Q1 | $1.45M | Sell |
42,338
-4,175
| -9% | -$143K | 0.44% | 50 |
|
|
2024
Q4 | $1.46M | Sell |
46,513
-700
| -1% | -$22K | 0.43% | 52 |
|
|
2024
Q3 | $1.37M | Buy |
47,213
+16,967
| +56% | +$494K | 0.41% | 53 |
|
|
2024
Q2 | $877K | Buy |
30,246
+38
| +0.1% | +$1.1K | 0.29% | 76 |
|
|
2024
Q1 | $881K | Buy |
30,208
+1,540
| +5% | +$44.9K | 0.28% | 82 |
|
|
2023
Q4 | $755K | Sell |
28,668
-461
| -2% | -$12.1K | 0.25% | 87 |
|
|
2023
Q3 | $797K | Buy |
29,129
+37
| +0.1% | +$1.01K | 0.29% | 75 |
|
|
2023
Q2 | $767K | Buy |
29,092
+37
| +0.1% | +$975 | 0.25% | 86 |
|
|
2023
Q1 | $753K | Buy |
29,055
+1,641
| +6% | +$42.5K | 0.26% | 88 |
|
|
2022
Q4 | $661K | Buy |
27,414
+1,015
| +4% | +$24.5K | 0.23% | 93 |
|
|
2022
Q3 | $627K | Sell |
26,399
-692
| -3% | -$16.4K | 0.24% | 91 |
|
|
2022
Q2 | $660K | Buy |
27,091
+33
| +0.1% | +$804 | 0.24% | 92 |
|
|
2022
Q1 | $698K | Buy |
27,058
+30
| +0.1% | +$774 | 0.22% | 94 |
|
|
2021
Q4 | $593K | Sell |
27,028
-6,198
| -19% | -$136K | 0.19% | 108 |
|
|
2021
Q3 | $719K | Buy |
33,226
+226
| +0.7% | +$4.89K | 0.24% | 91 |
|
|
2021
Q2 | $796K | Sell |
33,000
-4,330
| -12% | -$104K | 0.26% | 86 |
|
|
2021
Q1 | $821K | Buy |
37,330
+39
| +0.1% | +$858 | 0.28% | 82 |
|
|
2020
Q4 | $730K | Buy |
37,291
+2,051
| +6% | +$40.2K | 0.27% | 80 |
|
|
2020
Q3 | $556K | Buy |
35,240
+6,550
| +23% | +$103K | 0.24% | 89 |
|
|
2020
Q2 | $521K | Sell |
28,690
-549
| -2% | -$9.97K | 0.23% | 90 |
|
|
2020
Q1 | $418K | Sell |
29,239
-267
| -0.9% | -$3.82K | 0.21% | 94 |
|
|
2019
Q4 | $830K | Buy |
29,506
+33
| +0.1% | +$928 | 0.28% | 85 |
|
|
2019
Q3 | $842K | Buy |
29,473
+31
| +0.1% | +$886 | 0.3% | 78 |
|
|
2019
Q2 | $850K | Sell |
29,442
-2,699
| -8% | -$77.9K | 0.3% | 83 |
|
|
2019
Q1 | $935K | Buy |
32,141
+24
| +0.1% | +$698 | 0.33% | 74 |
|
|
2018
Q4 | $789K | Buy |
32,117
+25
| +0.1% | +$614 | 0.32% | 79 |
|
|
2018
Q3 | $921K | Buy |
32,092
+86
| +0.3% | +$2.47K | 0.31% | 79 |
|
|
2018
Q2 | $885K | Buy |
32,006
+592
| +2% | +$16.4K | 0.31% | 75 |
|
|
2018
Q1 | $769K | Buy |
31,414
+88
| +0.3% | +$2.15K | 0.28% | 83 |
|
|
2017
Q4 | $830K | Buy |
31,326
+97
| +0.3% | +$2.57K | 0.31% | 76 |
|
|
2017
Q3 | $814K | Buy |
31,229
+87
| +0.3% | +$2.27K | 0.31% | 77 |
|
|
2017
Q2 | $843K | Buy |
31,142
+85
| +0.3% | +$2.3K | 0.32% | 82 |
|
|
2017
Q1 | $857K | Buy |
31,057
+86
| +0.3% | +$2.37K | 0.31% | 83 |
|
|
2016
Q4 | $837K | Buy |
30,971
+7,796
| +34% | +$211K | 0.3% | 84 |
|
|
2016
Q3 | $640K | Sell |
23,175
-1,115
| -5% | -$30.8K | 0.24% | 97 |
|
|
2016
Q2 | $710K | Buy |
24,290
+106
| +0.4% | +$3.1K | 0.27% | 90 |
|
|
2016
Q1 | $595K | Buy |
24,184
+3,771
| +18% | +$92.8K | 0.23% | 93 |
|
|
2015
Q4 | $522K | Sell |
20,413
-2,964
| -13% | -$75.8K | 0.21% | 98 |
|
|
2015
Q3 | $582K | Buy |
23,377
+4,857
| +26% | +$121K | 0.24% | 92 |
|
|
2015
Q2 | $553K | Buy |
18,520
+1,172
| +7% | +$35K | 0.2% | 96 |
|
|
2015
Q1 | $571K | Buy |
17,348
+965
| +6% | +$31.8K | 0.2% | 98 |
|
|
2014
Q4 | $591K | Sell |
16,383
-939
| -5% | -$33.9K | 0.21% | 98 |
|
|
2014
Q3 | $698K | Buy |
17,322
+8,690
| +101% | +$350K | 0.25% | 86 |
|
|
2014
Q2 | $675K | Sell |
8,632
-971
| -10% | -$75.9K | 0.23% | 88 |
|
|
2014
Q1 | $666K | Buy |
9,603
+560
| +6% | +$38.8K | 0.24% | 83 |
|
|
2013
Q4 | $599K | Sell |
9,043
-594
| -6% | -$39.3K | 0.23% | 85 |
|
|
2013
Q3 | $588K | Buy |
9,637
+80
| +0.8% | +$4.88K | 0.24% | 82 |
|
|
2013
Q2 | $593K | Buy |
+9,557
| New | +$593K | 0.25% | 79 |
|