WAM
WFA Asset Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Buy |
9,319
+659
| +8% | +$19.1K | 0.15% | 47 |
|
|
2025
Q1 | $253K | Sell |
8,660
-952
| -10% | -$27.8K | 0.13% | 51 |
|
|
2024
Q4 | $301K | Buy |
9,612
+143
| +2% | +$4.49K | 0.16% | 41 |
|
|
2024
Q3 | $276K | Buy |
9,469
+150
| +2% | +$4.37K | 0.15% | 48 |
|
|
2024
Q2 | $270K | Buy |
9,319
+659
| +8% | +$19.1K | 0.15% | 47 |
|
|
2024
Q1 | $253K | Buy |
8,660
+20
| +0.2% | +$584 | 0.13% | 51 |
|
|
2023
Q4 | $228K | Buy |
8,640
+682
| +9% | +$18K | 0.12% | 48 |
|
|
2023
Q3 | $218K | Buy |
7,958
+146
| +2% | +$4K | 0.13% | 49 |
|
|
2023
Q2 | $206K | Buy |
7,812
+145
| +2% | +$3.82K | 0.12% | 50 |
|
|
2023
Q1 | $199K | Buy |
7,667
+138
| +2% | +$3.57K | 0.12% | 51 |
|
|
2022
Q4 | $182K | Buy |
7,529
+140
| +2% | +$3.38K | 0.12% | 52 |
|
|
2022
Q3 | $176K | Buy |
7,389
+128
| +2% | +$3.04K | 0.13% | 48 |
|
|
2022
Q2 | $177K | Buy |
7,261
+110
| +2% | +$2.68K | 0.12% | 51 |
|
|
2022
Q1 | $185K | Buy |
7,151
+1,722
| +32% | +$44.4K | 0.12% | 49 |
|
|
2021
Q4 | $119K | Buy |
+5,429
| New | +$119K | 0.08% | 58 |
|