AllSquare Wealth Management’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
Q2 | $388K | Buy |
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|
2025
Q1 | $410K | Hold |
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|
2024
Q4 | $376K | Hold |
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|
2024
Q3 | $349K | Hold |
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|
2024
Q2 | $348K | Hold |
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|
2024
Q1 | $350K | Hold |
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|
2023
Q4 | $316K | Hold |
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|
2023
Q3 | $328K | Hold |
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|
2023
Q2 | $304K | Hold |
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|
2023
Q1 | $311K | Buy |
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|
2022
Q4 | $285K | Hold |
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|
2022
Q3 | $281K | Hold |
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|
2022
Q2 | $288K | Hold |
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|
2022
Q1 | $305K | Hold |
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|
2021
Q4 | $259K | Hold |
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|
2021
Q3 | $255K | Hold |
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|
2021
Q2 | $285K | Hold |
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|
2021
Q1 | $260K | Hold |
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|
2020
Q4 | $231K | Hold |
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|
2020
Q3 | $186K | Buy |
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|
2020
Q2 | $196K | Hold |
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|
2020
Q1 | $154K | Hold |
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|
2019
Q4 | $304K | Hold |
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|
2019
Q3 | $309K | Hold |
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|
2019
Q2 | $312K | Sell |
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|
2019
Q1 | $329K | Buy |
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|
2018
Q4 | $273K | Hold |
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|
2018
Q3 | $319K | Hold |
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|
2018
Q2 | $307K | Buy |
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|
2018
Q1 | $264K | Hold |
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|
2017
Q4 | $286K | Hold |
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|
2017
Q3 | $282K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $298K | Hold |
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|
2016
Q4 | $292K | Hold |
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|
2016
Q3 | $298K | Hold |
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|
2016
Q2 | $316K | Hold |
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|
2016
Q1 | $266K | Buy |
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|
2015
Q4 | $225K | Sell |
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|
2015
Q3 | $269K | Sell |
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|
2015
Q2 | $353K | Hold |
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|
2015
Q1 | $389K | Hold |
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|
2014
Q4 | $426K | Buy |
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