WGAM
Wilkinson Global 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 | $330K | Sell |
10,640
-18,435
| -63% | -$572K | 0.02% | 57 |
|
|
2025
Q1 | $993K | Sell |
29,075
-4,275
| -13% | -$146K | 0.06% | 42 |
|
|
2024
Q4 | $1.05M | Hold |
33,350
| – | – | 0.06% | 44 |
|
|
2024
Q3 | $971K | Sell |
33,350
-4,450
| -12% | -$130K | 0.06% | 44 |
|
|
2024
Q2 | $1.1M | Hold |
37,800
| – | – | 0.07% | 43 |
|
|
2024
Q1 | $1.1M | Sell |
37,800
-500
| -1% | -$14.6K | 0.07% | 44 |
|
|
2023
Q4 | $1.01M | Hold |
38,300
| – | – | 0.07% | 42 |
|
|
2023
Q3 | $1.05M | Hold |
38,300
| – | – | 0.08% | 43 |
|
|
2023
Q2 | $1.01M | Hold |
38,300
| – | – | 0.08% | 43 |
|
|
2023
Q1 | $992K | Hold |
38,300
| – | – | 0.08% | 43 |
|
|
2022
Q4 | $924K | Hold |
38,300
| – | – | 0.08% | 44 |
|
|
2022
Q3 | $911K | Hold |
38,300
| – | – | 0.08% | 42 |
|
|
2022
Q2 | $933K | Buy |
+38,300
| New | +$933K | 0.08% | 43 |
|