AFT Forsyth & Company’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 | $348K | Buy |
11,221
+185
| +2% | +$5.74K | 0.18% | 86 |
|
2025
Q1 | $377K | Buy |
11,036
+173
| +2% | +$5.91K | 0.2% | 92 |
|
2024
Q4 | $341K | Buy |
10,863
+182
| +2% | +$5.71K | 0.17% | 100 |
|
2024
Q3 | $311K | Buy |
10,681
+190
| +2% | +$5.53K | 0.15% | 106 |
|
2024
Q2 | $304K | Buy |
10,491
+2,463
| +31% | +$71.4K | 0.15% | 113 |
|
2024
Q1 | $234K | Buy |
8,028
+150
| +2% | +$4.38K | 0.13% | 128 |
|
2023
Q4 | $208K | Buy |
7,878
+146
| +2% | +$3.85K | 0.13% | 133 |
|
2023
Q3 | $212K | Buy |
7,732
+142
| +2% | +$3.89K | 0.16% | 122 |
|
2023
Q2 | $200K | Buy |
+7,590
| New | +$200K | 0.14% | 132 |
|
2013
Q3 | $8K | Hold |
262
| – | – | 0.01% | 279 |
|
2013
Q2 | $8K | Buy |
+262
| New | +$8K | 0.01% | 259 |
|