Western Wealth Management’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 | $269K | Buy |
8,677
+311
| +4% | +$9.65K | 0.02% | 585 |
|
|
2025
Q1 | $286K | Buy |
8,366
+37
| +0.4% | +$1.26K | 0.02% | 541 |
|
|
2024
Q4 | $261K | Sell |
8,329
-7,450
| -47% | -$234K | 0.02% | 560 |
|
|
2024
Q3 | $459K | Buy |
15,779
+7,531
| +91% | +$219K | 0.03% | 487 |
|
|
2024
Q2 | $239K | Buy |
8,248
+40
| +0.5% | +$1.16K | 0.02% | 567 |
|
|
2024
Q1 | $240K | Sell |
8,208
-10,465
| -56% | -$305K | 0.02% | 570 |
|
|
2023
Q4 | $492K | Buy |
18,673
+631
| +3% | +$16.6K | 0.04% | 415 |
|
|
2023
Q3 | $494K | Buy |
18,042
+7,377
| +69% | +$202K | 0.04% | 391 |
|
|
2023
Q2 | $281K | Buy |
10,665
+470
| +5% | +$12.4K | 0.02% | 518 |
|
|
2023
Q1 | $264K | Sell |
10,195
-60
| -0.6% | -$1.55K | 0.02% | 528 |
|
|
2022
Q4 | $247K | Sell |
10,255
-12,048
| -54% | -$291K | 0.03% | 519 |
|
|
2022
Q3 | $530K | Buy |
22,303
+1,374
| +7% | +$32.7K | 0.03% | 464 |
|
|
2022
Q2 | $509K | Buy |
20,929
+74
| +0.4% | +$1.8K | 0.03% | 471 |
|
|
2022
Q1 | $538K | Buy |
20,855
+10,665
| +105% | +$275K | 0.03% | 510 |
|
|
2021
Q4 | $225K | Buy |
+10,190
| New | +$225K | 0.02% | 553 |
|
|
2021
Q2 | $270K | Buy |
11,232
+596
| +6% | +$14.3K | 0.03% | 522 |
|
|
2021
Q1 | $234K | Sell |
10,636
-981
| -8% | -$21.6K | 0.03% | 466 |
|
|
2020
Q4 | $228K | Sell |
11,617
-1,381
| -11% | -$27.1K | 0.03% | 417 |
|
|
2020
Q3 | $205K | Buy |
12,998
+1,624
| +14% | +$25.6K | 0.03% | 409 |
|
|
2020
Q2 | $207K | Buy |
11,374
+43
| +0.4% | +$783 | 0.04% | 387 |
|
|
2020
Q1 | $161K | Buy |
11,331
+173
| +2% | +$2.46K | 0.04% | 353 |
|
|
2019
Q4 | $314K | Buy |
11,158
+29
| +0.3% | +$816 | 0.05% | 304 |
|
|
2019
Q3 | $319K | Buy |
11,129
+151
| +1% | +$4.33K | 0.07% | 277 |
|
|
2019
Q2 | $318K | Buy |
10,978
+26
| +0.2% | +$753 | 0.04% | 293 |
|
|
2019
Q1 | $321K | Buy |
10,952
+64
| +0.6% | +$1.88K | 0.07% | 272 |
|
|
2018
Q4 | $267K | Buy |
+10,888
| New | +$267K | 0.07% | 267 |
|