Annis Gardner Whiting Capital Advisors’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 | $174K | Buy |
5,598
+1,098
| +24% | +$34K | 0.06% | 228 |
|
|
2025
Q1 | $154K | Hold |
4,500
| – | – | 0.07% | 210 |
|
|
2024
Q4 | $141K | Buy |
4,500
+500
| +13% | +$15.7K | 0.04% | 237 |
|
|
2024
Q3 | $116K | Hold |
4,000
| – | – | 0.03% | 273 |
|
|
2024
Q2 | $116K | Hold |
4,000
| – | – | 0.03% | 281 |
|
|
2024
Q1 | $117K | Buy |
+4,000
| New | +$117K | 0.04% | 263 |
|