Anchor Investment 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 | $1.18M | Buy |
38,135
+1,800
| +5% | +$55.8K | 0.1% | 177 |
|
|
2025
Q1 | $1.24M | Buy |
36,335
+1,000
| +3% | +$34.1K | 0.12% | 168 |
|
|
2024
Q4 | $1.11M | Hold |
35,335
| – | – | 0.1% | 177 |
|
|
2024
Q3 | $1.03M | Sell |
35,335
-500
| -1% | -$14.6K | 0.1% | 186 |
|
|
2024
Q2 | $1.04M | Sell |
35,835
-1,005
| -3% | -$29.1K | 0.11% | 172 |
|
|
2024
Q1 | $1.07M | Buy |
36,840
+150
| +0.4% | +$4.38K | 0.11% | 169 |
|
|
2023
Q4 | $967K | Buy |
36,690
+200
| +0.5% | +$5.27K | 0.11% | 172 |
|
|
2023
Q3 | $999K | Buy |
36,490
+2,000
| +6% | +$54.7K | 0.13% | 157 |
|
|
2023
Q2 | $909K | Buy |
34,490
+300
| +0.9% | +$7.91K | 0.12% | 169 |
|
|
2023
Q1 | $886K | Sell |
34,190
-300
| -0.9% | -$7.77K | 0.12% | 172 |
|
|
2022
Q4 | $832K | Sell |
34,490
-2,495
| -7% | -$60.2K | 0.12% | 176 |
|
|
2022
Q3 | $880K | Hold |
36,985
| – | – | 0.14% | 156 |
|
|
2022
Q2 | $901K | Buy |
36,985
+200
| +0.5% | +$4.87K | 0.13% | 163 |
|
|
2022
Q1 | $949K | Buy |
36,785
+2,405
| +7% | +$62.1K | 0.12% | 175 |
|
|
2021
Q4 | $755K | Buy |
34,380
+1,900
| +6% | +$41.7K | 0.09% | 197 |
|
|
2021
Q3 | $703K | Hold |
32,480
| – | – | 0.1% | 196 |
|
|
2021
Q2 | $784K | Hold |
32,480
| – | – | 0.11% | 186 |
|
|
2021
Q1 | $715K | Buy |
32,480
+5,494
| +20% | +$121K | 0.11% | 185 |
|
|
2020
Q4 | $529K | Buy |
26,986
+1,156
| +4% | +$22.6K | 0.1% | 180 |
|
|
2020
Q3 | $408K | Buy |
25,830
+3,926
| +18% | +$62K | 0.08% | 182 |
|
|
2020
Q2 | $398K | Sell |
21,904
-2,376
| -10% | -$43.2K | 0.09% | 178 |
|
|
2020
Q1 | $347K | Buy |
24,280
+1,000
| +4% | +$14.3K | 0.09% | 182 |
|
|
2019
Q4 | $656K | Sell |
23,280
-40
| -0.2% | -$1.13K | 0.14% | 156 |
|
|
2019
Q3 | $666K | Buy |
23,320
+2,940
| +14% | +$84K | 0.15% | 149 |
|
|
2019
Q2 | $588K | Buy |
20,380
+1,890
| +10% | +$54.6K | 0.14% | 152 |
|
|
2019
Q1 | $538K | Buy |
18,490
+720
| +4% | +$21K | 0.13% | 157 |
|
|
2018
Q4 | $437K | Buy |
17,770
+500
| +3% | +$12.3K | 0.12% | 172 |
|
|
2018
Q3 | $496K | Buy |
17,270
+1,400
| +9% | +$40.2K | 0.11% | 181 |
|
|
2018
Q2 | $439K | Sell |
15,870
-800
| -5% | -$22.1K | 0.11% | 198 |
|
|
2018
Q1 | $408K | Hold |
16,670
| – | – | 0.11% | 203 |
|
|
2017
Q4 | $442K | Buy |
16,670
+430
| +3% | +$11.4K | 0.12% | 186 |
|
|
2017
Q3 | $423K | Buy |
16,240
+200
| +1% | +$5.21K | 0.12% | 174 |
|
|
2017
Q2 | $434K | Sell |
16,040
-500
| -3% | -$13.5K | 0.14% | 152 |
|
|
2017
Q1 | $457K | Sell |
16,540
-600
| -4% | -$16.6K | 0.16% | 140 |
|
|
2016
Q4 | $463K | Buy |
17,140
+300
| +2% | +$8.11K | 0.17% | 130 |
|
|
2016
Q3 | $465K | Sell |
16,840
-1,458
| -8% | -$40.3K | 0.18% | 126 |
|
|
2016
Q2 | $535K | Buy |
18,298
+22
| +0.1% | +$644 | 0.21% | 114 |
|
|
2016
Q1 | $450K | Buy |
+18,276
| New | +$450K | 0.18% | 126 |
|