Almanack Investment Partners’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 | $1.4M | Buy |
45,164
+20,463
| +83% | +$635K | 0.22% | 69 |
|
|
2025
Q1 | $843K | Hold |
24,701
| – | – | 0.17% | 67 |
|
|
2024
Q4 | $775K | Hold |
24,701
| – | – | 0.12% | 91 |
|
|
2024
Q3 | $719K | Sell |
24,701
-200
| -0.8% | -$5.82K | 0.11% | 95 |
|
|
2024
Q2 | $722K | Hold |
24,901
| – | – | 0.12% | 92 |
|
|
2024
Q1 | $727K | Buy |
24,901
+200
| +0.8% | +$5.84K | 0.12% | 89 |
|
|
2023
Q4 | $651K | Hold |
24,701
| – | – | 0.12% | 83 |
|
|
2023
Q3 | $676K | Buy |
24,701
+9,145
| +59% | +$250K | 0.13% | 71 |
|
|
2023
Q2 | $410K | Sell |
15,556
-4,000
| -20% | -$105K | 0.07% | 104 |
|
|
2023
Q1 | $507K | Hold |
19,556
| – | – | 0.1% | 86 |
|
|
2022
Q4 | $472K | Sell |
19,556
-2,000
| -9% | -$48.2K | 0.1% | 85 |
|
|
2022
Q3 | $513K | Sell |
21,556
-1,005
| -4% | -$23.9K | 0.1% | 78 |
|
|
2022
Q2 | $550K | Buy |
22,561
+5,500
| +32% | +$134K | 0.05% | 211 |
|
|
2022
Q1 | $440K | Buy |
17,061
+391
| +2% | +$10.1K | 0.04% | 283 |
|
|
2021
Q4 | $366K | Sell |
16,670
-2,132
| -11% | -$46.8K | 0.03% | 328 |
|
|
2021
Q3 | $407K | Buy |
18,802
+2,321
| +14% | +$50.2K | 0.04% | 299 |
|
|
2021
Q2 | $398K | Hold |
16,481
| – | – | 0.04% | 268 |
|
|
2021
Q1 | $363K | Buy |
+16,481
| New | +$363K | 0.04% | 288 |
|
|
2019
Q3 | – | Sell |
-4,574
| Closed | -$132K | – | 254 |
|
|
2019
Q2 | $132K | Buy |
+4,574
| New | +$132K | 0.03% | 231 |
|
|
2017
Q2 | – | Sell |
-7,045
| Closed | -$195K | – | 185 |
|
|
2017
Q1 | $195K | Buy |
+7,045
| New | +$195K | 0.15% | 103 |
|