1776 Wealth’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
45,113
-148
| -0.3% | -$4.59K | 0.58% | 33 |
|
|
2025
Q1 | $1.55M | Sell |
45,261
-766
| -2% | -$26.2K | 0.71% | 27 |
|
|
2024
Q4 | $1.44M | Buy |
46,027
+36
| +0.1% | +$1.13K | 0.66% | 28 |
|
|
2024
Q3 | $1.34M | Buy |
45,991
+38
| +0.1% | +$1.11K | 0.6% | 31 |
|
|
2024
Q2 | $1.33M | Buy |
+45,953
| New | +$1.33M | 0.6% | 29 |
|
|
2023
Q1 | – | Sell |
-13,628
| Closed | -$329K | – | 127 |
|
|
2022
Q4 | $329K | Buy |
13,628
+2,610
| +24% | +$63K | 0.24% | 87 |
|
|
2022
Q3 | $262K | Buy |
11,018
+31
| +0.3% | +$737 | 0.2% | 89 |
|
|
2022
Q2 | $268K | Buy |
10,987
+32
| +0.3% | +$781 | 0.19% | 97 |
|
|
2022
Q1 | $283K | Buy |
10,955
+822
| +8% | +$21.2K | 0.16% | 99 |
|
|
2021
Q4 | $223K | Sell |
10,133
-4,206
| -29% | -$92.6K | 0.12% | 117 |
|
|
2021
Q3 | $310K | Sell |
14,339
-263
| -2% | -$5.69K | 0.18% | 90 |
|
|
2021
Q2 | $352K | Buy |
14,602
+259
| +2% | +$6.24K | 0.2% | 83 |
|
|
2021
Q1 | $316K | Buy |
14,343
+89
| +0.6% | +$1.96K | 0.2% | 82 |
|
|
2020
Q4 | $279K | Buy |
+14,254
| New | +$279K | 0.17% | 89 |
|
|
2020
Q3 | – | Sell |
-32,354
| Closed | -$587K | – | 170 |
|
|
2020
Q2 | $587K | Sell |
32,354
-9,008
| -22% | -$163K | 0.4% | 36 |
|
|
2020
Q1 | $725K | Buy |
41,362
+31,663
| +326% | +$555K | 0.31% | 55 |
|
|
2019
Q4 | $273K | Buy |
+9,699
| New | +$273K | 0.23% | 77 |
|