AIFAIM
American Institute for Advanced Investment Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Buy |
14,810
+995
| +7% | +$30.9K | 0.32% | 84 |
|
|
2025
Q1 | $472K | Sell |
13,815
-835
| -6% | -$28.5K | 0.36% | 78 |
|
|
2024
Q4 | $459K | Sell |
14,650
-985
| -6% | -$30.9K | 0.34% | 80 |
|
|
2024
Q3 | $455K | Buy |
15,635
+1,355
| +9% | +$39.4K | 0.33% | 82 |
|
|
2024
Q2 | $414K | Hold |
14,280
| – | – | 0.32% | 83 |
|
|
2024
Q1 | $417K | Buy |
14,280
+2,450
| +21% | +$71.5K | 0.33% | 85 |
|
|
2023
Q4 | $312K | Buy |
11,830
+1,423
| +14% | +$37.5K | 0.28% | 88 |
|
|
2023
Q3 | $309K | Sell |
10,407
-448
| -4% | -$13.3K | 0.29% | 87 |
|
|
2023
Q2 | $286K | Sell |
10,855
-1,330
| -11% | -$35K | 0.25% | 96 |
|
|
2023
Q1 | $292K | Buy |
+12,185
| New | +$292K | 0.31% | 79 |
|