Arete Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $646K | Buy |
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|
2025
Q1 | $503K | Sell |
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|
2024
Q4 | $838K | Buy |
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|
2024
Q3 | $661K | Sell |
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|
2024
Q2 | $934K | Buy |
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|
2024
Q1 | $898K | Buy |
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|
2023
Q4 | $579K | Sell |
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|
2023
Q3 | $627K | Sell |
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|
2023
Q2 | $719K | Buy |
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|
2023
Q1 | $689K | Buy |
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|
2022
Q4 | $631M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $461K | Buy |
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|
2021
Q4 | $351K | Buy |
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|
2021
Q3 | $241K | Buy |
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|
2021
Q2 | $225K | Sell |
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|
2021
Q1 | $255K | Buy |
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|
2020
Q4 | $225K | Sell |
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|
2020
Q3 | $413K | Sell |
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|
2020
Q2 | $472K | Buy |
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|
2020
Q1 | $248K | Sell |
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|
2019
Q4 | $931K | Sell |
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|
2019
Q3 | $1.13M | Sell |
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|
2019
Q2 | $1.14M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $824K | Sell |
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|
2018
Q3 | $994K | Buy |
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|
2018
Q2 | $951K | Buy |
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|
2018
Q1 | $741K | Buy |
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|
2017
Q4 | $696K | Sell |
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|
2017
Q3 | $742K | Buy |
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|
2017
Q2 | $614K | Buy |
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