Angeles 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 | $964K | Sell |
31,083
-4,778
| -13% | -$148K | 0.07% | 109 |
|
|
2025
Q1 | $1.22M | Sell |
35,861
-4,989
| -12% | -$170K | 0.1% | 71 |
|
|
2024
Q4 | $1.28M | Buy |
40,850
+16,900
| +71% | +$530K | 0.11% | 71 |
|
|
2024
Q3 | $697K | Buy |
23,950
+3,755
| +19% | +$109K | 0.06% | 112 |
|
|
2024
Q2 | $585K | Buy |
20,195
+2,200
| +12% | +$63.8K | 0.05% | 118 |
|
|
2024
Q1 | $525K | Hold |
17,995
| – | – | 0.05% | 118 |
|
|
2023
Q4 | $474K | Buy |
17,995
+6,748
| +60% | +$178K | 0.06% | 115 |
|
|
2023
Q3 | $308K | Hold |
11,247
| – | – | 0.04% | 127 |
|
|
2023
Q2 | $296K | Buy |
11,247
+1,150
| +11% | +$30.3K | 0.04% | 141 |
|
|
2023
Q1 | $262K | Buy |
+10,097
| New | +$262K | 0.04% | 145 |
|