Advisor OS’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $929K | Buy |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $934K | Buy |
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|
2024
Q3 | $859K | Buy |
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|
2024
Q2 | $854K | Buy |
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|
2024
Q1 | $849K | Hold |
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|
2023
Q4 | $767K | Hold |
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|
2023
Q3 | $797K | Sell |
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|
2023
Q2 | $782K | Buy |
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|
2023
Q1 | $715K | Hold |
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|
2022
Q4 | $666K | Hold |
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|
2022
Q3 | $657K | Hold |
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|
2022
Q2 | $673K | Hold |
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|
2022
Q1 | $713K | Hold |
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|
2021
Q4 | $607K | Hold |
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|
2021
Q3 | $598K | Hold |
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|
2021
Q2 | $667K | Hold |
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|
2021
Q1 | $608K | Hold |
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|
2020
Q4 | $541K | Buy |
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