Allen Mooney & Barnes Investment Advisors’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 | $10.6M | Sell |
341,630
-3,619
| -1% | -$112K | 1.74% | 27 |
|
|
2025
Q1 | $11.8M | Buy |
345,249
+5,624
| +2% | +$192K | 1.92% | 24 |
|
|
2024
Q4 | $10.7M | Sell |
339,625
-3,031
| -0.9% | -$95.1K | 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% | -$132K | 1.82% | 22 |
|
|
2024
Q1 | $10.4M | Buy |
354,916
+676
| +0.2% | +$19.8K | 1.99% | 20 |
|
|
2023
Q4 | $9.33M | Buy |
354,240
+6,091
| +2% | +$160K | 1.78% | 24 |
|
|
2023
Q3 | $9.53M | Buy |
348,149
+21,942
| +7% | +$601K | 2.03% | 20 |
|
|
2023
Q2 | $8.6M | Buy |
326,207
+563
| +0.2% | +$14.8K | 1.9% | 21 |
|
|
2023
Q1 | $8.43M | Sell |
325,644
-2,016
| -0.6% | -$52.2K | 2.02% | 21 |
|
|
2022
Q4 | $7.9M | Buy |
327,660
+14,098
| +4% | +$340K | 1.9% | 23 |
|
|
2022
Q3 | $7.46M | Buy |
313,562
+9,599
| +3% | +$228K | 1.99% | 21 |
|
|
2022
Q2 | $7.41M | Buy |
303,963
+12,776
| +4% | +$311K | 1.9% | 20 |
|
|
2022
Q1 | $7.52M | Buy |
+291,187
| New | +$7.52M | 1.67% | 24 |
|