Alan B. Lancz & Associates’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
Q3 | $281K | Hold |
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|
2025
Q2 | $279K | Hold |
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|
2025
Q1 | $307K | Hold |
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|
2024
Q4 | $282K | Hold |
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|
2024
Q3 | $262K | Hold |
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|
2024
Q2 | $261K | Buy |
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|
2023
Q4 | $324K | Hold |
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|
2023
Q3 | $337K | Hold |
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|
2023
Q2 | $324K | Hold |
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|
2023
Q1 | $319K | Hold |
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|
2022
Q4 | $317K | Hold |
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|
2022
Q3 | $293K | Hold |
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|
2022
Q2 | $329K | Sell |
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|
2022
Q1 | $328K | Hold |
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|
2021
Q4 | $279K | Buy |
|