AMG
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Advisors Management Group’s Enterprise Products Partners EPD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$413K Sell
13,332
-52
-0.4% -$1.61K 0.08% 108
2025
Q1
$457K Sell
13,384
-20
-0.1% -$683 0.1% 103
2024
Q4
$420K Sell
13,404
-4,135
-24% -$130K 0.1% 110
2024
Q3
$511K Buy
17,539
+23
+0.1% +$670 0.12% 99
2024
Q2
$508K Sell
17,516
-109
-0.6% -$3.16K 0.13% 101
2024
Q1
$514K Sell
17,625
-325
-2% -$9.48K 0.13% 101
2023
Q4
$473K Hold
17,950
0.13% 95
2023
Q3
$491K Sell
17,950
-639
-3% -$17.5K 0.15% 94
2023
Q2
$490K Hold
18,589
0.15% 92
2023
Q1
$481K Sell
18,589
-48
-0.3% -$1.24K 0.15% 89
2022
Q4
$450K Sell
18,637
-227
-1% -$5.48K 0.17% 83
2022
Q3
$449K Buy
18,864
+3,660
+24% +$87.1K 0.18% 83
2022
Q2
$371K Buy
15,204
+40
+0.3% +$976 0.13% 92
2022
Q1
$391K Sell
15,164
-292
-2% -$7.53K 0.13% 89
2021
Q4
$339K Hold
15,456
0.1% 94
2021
Q3
$334K Sell
15,456
-2,103
-12% -$45.4K 0.1% 95
2021
Q2
$424K Buy
17,559
+566
+3% +$13.7K 0.13% 89
2021
Q1
$374K Sell
16,993
-359
-2% -$7.9K 0.12% 91
2020
Q4
$340K Buy
17,352
+577
+3% +$11.3K 0.14% 76
2020
Q3
$265K Buy
16,775
+171
+1% +$2.7K 0.11% 83
2020
Q2
$302K Sell
16,604
-28
-0.2% -$509 0.13% 73
2020
Q1
$238K Buy
16,632
+766
+5% +$11K 0.11% 79
2019
Q4
$447K Buy
15,866
+1,941
+14% +$54.7K 0.18% 66
2019
Q3
$398K Sell
13,925
-402
-3% -$11.5K 0.16% 67
2019
Q2
$414K Buy
14,327
+284
+2% +$8.21K 0.18% 66
2019
Q1
$409K Buy
14,043
+1
+0% +$29 0.18% 64
2018
Q4
$345K Buy
14,042
+248
+2% +$6.09K 0.18% 64
2018
Q3
$396K Sell
13,794
-87
-0.6% -$2.5K 0.18% 66
2018
Q2
$384K Sell
13,881
-313
-2% -$8.66K 0.18% 66
2018
Q1
$342K Buy
14,194
+385
+3% +$9.28K 0.18% 64
2017
Q4
$366K Sell
13,809
-14
-0.1% -$371 0.19% 64
2017
Q3
$360K Buy
13,823
+106
+0.8% +$2.76K 0.19% 61
2017
Q2
$371K Buy
13,717
+5,634
+70% +$152K 0.2% 57
2017
Q1
$223K Buy
+8,083
New +$223K 0.14% 66