Alan B. Lancz & Associates’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 | $279K | Hold |
8,996
| – | – | 0.28% | 97 |
|
|
2025
Q1 | $307K | Hold |
8,996
| – | – | 0.33% | 85 |
|
|
2024
Q4 | $282K | Hold |
8,996
| – | – | 0.29% | 96 |
|
|
2024
Q3 | $262K | Hold |
8,996
| – | – | 0.24% | 107 |
|
|
2024
Q2 | $261K | Buy |
+8,996
| New | +$261K | 0.26% | 106 |
|
|
2023
Q4 | $324K | Hold |
12,310
| – | – | 0.34% | 85 |
|
|
2023
Q3 | $337K | Hold |
12,310
| – | – | 0.38% | 80 |
|
|
2023
Q2 | $324K | Hold |
12,310
| – | – | 0.35% | 91 |
|
|
2023
Q1 | $319K | Hold |
12,310
| – | – | 0.33% | 93 |
|
|
2022
Q4 | $317K | Hold |
12,310
| – | – | 0.32% | 94 |
|
|
2022
Q3 | $293K | Hold |
12,310
| – | – | 0.35% | 88 |
|
|
2022
Q2 | $329K | Sell |
12,310
-400
| -3% | -$10.7K | 0.33% | 92 |
|
|
2022
Q1 | $328K | Hold |
12,710
| – | – | 0.29% | 98 |
|
|
2021
Q4 | $279K | Buy |
+12,710
| New | +$279K | 0.24% | 110 |
|