AE Wealth Management’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 | $1.35M | Sell |
43,502
-9,003
| -17% | -$279K | 0.01% | 641 |
|
|
2025
Q1 | $1.79M | Buy |
52,505
+9,860
| +23% | +$337K | 0.02% | 553 |
|
|
2024
Q4 | $1.34M | Buy |
42,645
+6,002
| +16% | +$188K | 0.01% | 640 |
|
|
2024
Q3 | $1.07M | Buy |
36,643
+1,619
| +5% | +$47.1K | 0.01% | 678 |
|
|
2024
Q2 | $1.01M | Buy |
35,024
+14,122
| +68% | +$409K | 0.01% | 696 |
|
|
2024
Q1 | $610K | Sell |
20,902
-342,455
| -94% | -$9.99M | 0.01% | 770 |
|
|
2023
Q4 | $9.96M | Sell |
363,357
-4,779
| -1% | -$131K | 0.05% | 396 |
|
|
2023
Q3 | $10.1M | Buy |
368,136
+269
| +0.1% | +$7.36K | 0.06% | 375 |
|
|
2023
Q2 | $9.69M | Sell |
367,867
-15,914
| -4% | -$419K | 0.06% | 378 |
|
|
2023
Q1 | $9.94M | Sell |
383,781
-80,920
| -17% | -$2.1M | 0.06% | 340 |
|
|
2022
Q4 | $11.2M | Buy |
464,701
+30,358
| +7% | +$732K | 0.08% | 293 |
|
|
2022
Q3 | $10.3M | Sell |
434,343
-70,360
| -14% | -$1.67M | 0.08% | 257 |
|
|
2022
Q2 | $12.3M | Sell |
504,703
-128,262
| -20% | -$3.13M | 0.1% | 226 |
|
|
2022
Q1 | $16.3M | Buy |
632,965
+71,339
| +13% | +$1.84M | 0.11% | 182 |
|
|
2021
Q4 | $12.3M | Sell |
561,626
-37,553
| -6% | -$825K | 0.09% | 228 |
|
|
2021
Q3 | $13M | Buy |
599,179
+102,829
| +21% | +$2.23M | 0.11% | 201 |
|
|
2021
Q2 | $12M | Buy |
496,350
+20,494
| +4% | +$495K | 0.1% | 195 |
|
|
2021
Q1 | $10.5M | Buy |
475,856
+247,850
| +109% | +$5.46M | 0.11% | 194 |
|
|
2020
Q4 | $4.47M | Sell |
228,006
-41,653
| -15% | -$816K | 0.05% | 292 |
|
|
2020
Q3 | $4.26M | Sell |
269,659
-93,415
| -26% | -$1.48M | 0.06% | 259 |
|
|
2020
Q2 | $6.6M | Buy |
363,074
+28,667
| +9% | +$521K | 0.1% | 186 |
|
|
2020
Q1 | $4.78M | Buy |
334,407
+188,315
| +129% | +$2.69M | 0.11% | 171 |
|
|
2019
Q4 | $4.11M | Buy |
146,092
+102
| +0.1% | +$2.87K | 0.09% | 210 |
|
|
2019
Q3 | $4.17M | Buy |
145,990
+15,135
| +12% | +$433K | 0.12% | 165 |
|
|
2019
Q2 | $3.78M | Buy |
130,855
+112,503
| +613% | +$3.25M | 0.11% | 157 |
|
|
2019
Q1 | $534K | Buy |
18,352
+3,387
| +23% | +$98.6K | 0.04% | 329 |
|
|
2018
Q4 | $368K | Sell |
14,965
-12,145
| -45% | -$299K | 0.06% | 301 |
|
|
2018
Q3 | $779K | Buy |
27,110
+13,433
| +98% | +$386K | 0.04% | 259 |
|
|
2018
Q2 | $378K | Buy |
13,677
+3,100
| +29% | +$85.7K | 0.03% | 295 |
|
|
2018
Q1 | $259K | Sell |
10,577
-1,124
| -10% | -$27.5K | 0.02% | 356 |
|
|
2017
Q4 | $310K | Buy |
11,701
+3,235
| +38% | +$85.7K | 0.03% | 310 |
|
|
2017
Q3 | $221K | Buy |
8,466
+224
| +3% | +$5.85K | 0.02% | 366 |
|
|
2017
Q2 | $223K | Buy |
8,242
+514
| +7% | +$13.9K | 0.03% | 338 |
|
|
2017
Q1 | $213K | Buy |
+7,728
| New | +$213K | 0.04% | 253 |
|