WAG
Windsor Advisory Group’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Hold |
51,673
| – | – | 2.27% | 8 |
|
|
2025
Q1 | $1.76M | Sell |
51,673
-1,346
| -3% | -$46K | 2.28% | 8 |
|
|
2024
Q4 | $1.66M | Buy |
53,019
+1,346
| +3% | +$42.2K | 1.93% | 9 |
|
|
2024
Q3 | $1.5M | Sell |
51,673
-51,540
| -50% | -$1.5M | 1.7% | 13 |
|
|
2024
Q2 | $2.99M | Hold |
103,213
| – | – | 6% | 5 |
|
|
2024
Q1 | $3.01M | Hold |
103,213
| – | – | 8.48% | 3 |
|
|
2023
Q4 | $2.72M | Hold |
103,213
| – | – | 8.09% | 2 |
|
|
2023
Q3 | $2.82M | Hold |
103,213
| – | – | 6.72% | 3 |
|
|
2023
Q2 | $2.72M | Hold |
103,213
| – | – | 6.72% | 3 |
|
|
2023
Q1 | $2.67M | Hold |
103,213
| – | – | 6.4% | 3 |
|
|
2022
Q4 | $2.49M | Buy |
+103,213
| New | +$2.49M | 6.6% | 3 |
|