Arkadios Wealth 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 | $2.44M | Buy |
78,523
+4,147
| +6% | +$129K | 0.07% | 291 |
|
|
2025
Q1 | $2.54M | Buy |
74,376
+20,699
| +39% | +$707K | 0.1% | 237 |
|
|
2024
Q4 | $1.68M | Buy |
53,677
+7,086
| +15% | +$222K | 0.09% | 214 |
|
|
2024
Q3 | $1.36M | Buy |
46,591
+20
| +0% | +$582 | 0.08% | 250 |
|
|
2024
Q2 | $1.35M | Buy |
+46,571
| New | +$1.35M | 0.09% | 223 |
|
|
2023
Q2 | – | Sell |
-8,766
| Closed | -$227K | – | 617 |
|
|
2023
Q1 | $227K | Sell |
8,766
-68
| -0.8% | -$1.76K | 0.03% | 530 |
|
|
2022
Q4 | $213K | Buy |
+8,834
| New | +$213K | 0.03% | 511 |
|
|
2021
Q4 | – | Sell |
-1,839
| Closed | -$39K | – | 910 |
|
|
2021
Q3 | $39K | Sell |
1,839
-1,683
| -48% | -$35.7K | 0.01% | 961 |
|
|
2021
Q2 | $84K | Sell |
3,522
-94
| -3% | -$2.24K | 0.01% | 772 |
|
|
2021
Q1 | $79K | Buy |
3,616
+470
| +15% | +$10.3K | 0.01% | 583 |
|
|
2020
Q4 | $61K | Buy |
3,146
+2,251
| +252% | +$43.6K | 0.01% | 513 |
|
|
2020
Q3 | $15.6K | Buy |
895
+292
| +48% | +$5.08K | 0.01% | 655 |
|
|
2020
Q2 | $10.3K | Buy |
603
+87
| +17% | +$1.49K | 0.01% | 677 |
|
|
2020
Q1 | $7.38K | Buy |
+516
| New | +$7.38K | ﹤0.01% | 699 |
|