Allen Mooney & Barnes Investment Advisors’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
2026
Q2
$16.9M Sell
458,936
-44,858
-9% -$1.69M 2.57% 10
2026
Q1
$19.1M Sell
503,794
-12,692
-2% -$449K 2.74% 6
2025
Q4
$16.6M Buy
516,486
+21,460
+4% +$679K 2.49% 12
2025
Q3
$15.5M Buy
495,026
+153,396
+45% +$4.84M 2.41% 15
2025
Q2
$10.6M Sell
341,630
-3,619
-1% -$113K 1.74% 27
2025
Q1
$11.8M Buy
345,249
+5,624
+2% +$187K 1.92% 24
2024
Q4
$10.7M Sell
339,625
-3,031
-0.9% -$93.1K 1.8% 22
2024
Q3
$9.97M Sell
342,656
-7,717
-2% -$225K 1.7% 25
2024
Q2
$10.2M Sell
350,373
-4,543
-1% -$130K 1.82% 22
2024
Q1
$10.4M Buy
354,916
+676
+0.2% +$18.6K 1.99% 20
2023
Q4
$9.33M Buy
354,240
+6,091
+2% +$162K 1.78% 24
2023
Q3
$9.53M Buy
348,149
+21,942
+7% +$587K 2.03% 20
2023
Q2
$8.6M Buy
326,207
+563
+0.2% +$14.7K 1.9% 21
2023
Q1
$8.43M Sell
325,644
-2,016
-0.6% -$51.8K 2.02% 21
2022
Q4
$7.9M Buy
327,660
+14,098
+4% +$347K 1.9% 23
2022
Q3
$7.46M Buy
313,562
+9,599
+3% +$248K 1.99% 21
2022
Q2
$7.41M Buy
303,963
+12,776
+4% +$336K 1.9% 20
2022
Q1
$7.52M Buy
+291,187
New +$7.07M 1.67% 24

Other funds holding EPD