AO
Advisor OS’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $929K | Buy |
29,967
+3
| +0% | +$93 | 0.09% | 161 |
|
|
2025
Q1 | $1.02M | Buy |
29,964
+184
| +0.6% | +$6.28K | 0.12% | 121 |
|
|
2024
Q4 | $934K | Buy |
29,780
+261
| +0.9% | +$8.19K | 0.11% | 134 |
|
|
2024
Q3 | $859K | Buy |
29,519
+34
| +0.1% | +$990 | 0.09% | 178 |
|
|
2024
Q2 | $854K | Buy |
29,485
+379
| +1% | +$11K | 0.09% | 175 |
|
|
2024
Q1 | $849K | Hold |
29,106
| – | – | 0.1% | 185 |
|
|
2023
Q4 | $767K | Hold |
29,106
| – | – | 0.1% | 171 |
|
|
2023
Q3 | $797K | Sell |
29,106
-553
| -2% | -$15.1K | 0.12% | 154 |
|
|
2023
Q2 | $782K | Buy |
29,659
+2,035
| +7% | +$53.6K | 0.13% | 161 |
|
|
2023
Q1 | $715K | Hold |
27,624
| – | – | 0.17% | 138 |
|
|
2022
Q4 | $666K | Hold |
27,624
| – | – | 0.18% | 129 |
|
|
2022
Q3 | $657K | Hold |
27,624
| – | – | 0.2% | 105 |
|
|
2022
Q2 | $673K | Hold |
27,624
| – | – | 0.2% | 116 |
|
|
2022
Q1 | $713K | Hold |
27,624
| – | – | 0.21% | 114 |
|
|
2021
Q4 | $607K | Hold |
27,624
| – | – | 0.12% | 151 |
|
|
2021
Q3 | $598K | Hold |
27,624
| – | – | 0.13% | 140 |
|
|
2021
Q2 | $667K | Hold |
27,624
| – | – | 0.14% | 116 |
|
|
2021
Q1 | $608K | Hold |
27,624
| – | – | 0.14% | 108 |
|
|
2020
Q4 | $541K | Buy |
+27,624
| New | +$541K | 0.15% | 81 |
|