WAM
Worth 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 | – | Sell |
-6,400
| Closed | -$218K | – | 155 |
|
|
2025
Q1 | $218K | Hold |
6,400
| – | – | 0.12% | 123 |
|
|
2024
Q4 | $201K | Buy |
+6,400
| New | +$201K | 0.11% | 130 |
|
|
2023
Q3 | – | Sell |
-6,900
| Closed | -$182K | – | 189 |
|
|
2023
Q2 | $182K | Hold |
6,900
| – | – | 0.14% | 87 |
|
|
2023
Q1 | $179K | Hold |
6,900
| – | – | 0.14% | 95 |
|
|
2022
Q4 | $166K | Hold |
6,900
| – | – | 0.12% | 85 |
|
|
2022
Q3 | $165K | Hold |
6,900
| – | – | 0.12% | 64 |
|
|
2022
Q2 | $168K | Hold |
6,900
| – | – | 0.11% | 87 |
|
|
2022
Q1 | $178K | Buy |
+6,900
| New | +$178K | 0.12% | 82 |
|