Allen Wealth Management’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 | $924K | Sell |
29,791
-707
| -2% | -$21.9K | 0.65% | 30 |
|
|
2025
Q1 | $1.04M | Sell |
30,498
-400
| -1% | -$13.7K | 0.72% | 31 |
|
|
2024
Q4 | $969K | Buy |
30,898
+1,977
| +7% | +$62K | 0.69% | 31 |
|
|
2024
Q3 | $842K | Sell |
28,921
-800
| -3% | -$23.3K | 0.58% | 33 |
|
|
2024
Q2 | $861K | Hold |
29,721
| – | – | 0.77% | 32 |
|
|
2024
Q1 | $867K | Sell |
29,721
-5,575
| -16% | -$163K | 0.77% | 31 |
|
|
2023
Q4 | $930K | Buy |
+35,296
| New | +$930K | 0.91% | 28 |
|