July 2025 Stock Purchases/Sale

As I'm writing this blog post, it's currently Friday, July 18th. The temperature here in Central Wisconsin is anticipated to reach a high of 78 degrees Fahrenheit later today. As if that wasn't already ideal, it's also going to be sunny throughout the day. Needless to say, I plan on spending time outdoors today!

Now that I am likely done deploying capital for July 2025, it would be a good time to go over my stock purchases and my sale for the month. Let's dive into it!

Stock Purchase #1: Amazon (AMZN)

My first purchase in July 2025 was an additional three shares of Amazon at an average price per share of $219.34. Curious readers can read my investment thesis in my July 2025 Stock Watch List blog post or my May Seeking Alpha article.

Stock Purchase #2: Enterprise Products Partners (EPD)

The next stock that I purchased was another 25 units of Enterprise Products Partners at an average cost of $30.94 a unit. Interested readers can check out my investment thesis in my July 2025 Stock Watch List blog post linked above or my May Seeking Alpha article. This transaction added $53.50 to my net annual forward distributions, which equates to a 6.92% net distribution yield.

Stock Purchase #3: Union Pacific (UNP)

The third stock that I added was an additional three shares of Union Pacific at an average price per share of $231.10. Readers can peruse my July 2025 Stock Watch List blog post linked above or my June Seeking Alpha article. That upped my net annual forward dividends by $16.08, which is equivalent to a 2.32% net dividend yield.

Bonus Stock Purchase: Brookfield Asset Management (BAM)

I also purchased another share of Brookfield Asset Management at an average cost of $54.66 a share. Intrigued readers can find my investment thesis in my May 2025 Stock Watch List blog post or my June Seeking Alpha article co-produced with Brad Thomas. This transaction increased my net annual forward dividends by $1.75, which works out to a 3.20% net dividend yield.

Stock Sale: Broadcom (AVGO)

I sold 10 shares of my position in Broadcom (33.3% of my remaining stake) for an average price per share of $280.98. Overall, I'm still a big believer in the long-term prospects of this holding. For me, this was done for the purpose of rebalancing. That reduced my net annual forward dividends by $23.60.

Stock Purchase: Equinix (EQIX)

I purchased three shares of Equinix at an average cost of $761.16 a share. Interested readers can check out my recent Seeking Alpha listicle co-produced with Brad. This purchase lifted my net annual forward dividends by $56.28.

Concluding Thoughts:

In July 2025, I put $2,179.47 in fresh capital to work. Against the $71.33 in net annual forward dividends that were added, this is equivalent to a 3.27% net dividend yield. My capital redeployment also added $32.68 in net annual forward dividends.

Dividend increases received in July 2025 added $23.97 to my net annual forward dividends thus far. This helped my net annual forward dividends to rise from roughly $6,035 to begin July to approximately $6,160 heading into August.

Discussion:

How was your capital deployment this month?

Did you/will you open any new positions in July 2025 as I did with EQIX?

I'm grateful for your readership and look forward to your comments below!