Atria Investments’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 | $1.04M | Sell |
33,495
-233
| -0.7% | -$7.23K | 0.01% | 1014 |
|
|
2025
Q1 | $1.15M | Sell |
33,728
-714
| -2% | -$24.4K | 0.01% | 940 |
|
|
2024
Q4 | $1.08M | Sell |
34,442
-6,816
| -17% | -$214K | 0.01% | 938 |
|
|
2024
Q3 | $1.2M | Sell |
41,258
-2,033
| -5% | -$59.2K | 0.01% | 885 |
|
|
2024
Q2 | $1.25M | Sell |
43,291
-30,808
| -42% | -$893K | 0.02% | 825 |
|
|
2024
Q1 | $2.16M | Sell |
74,099
-4,447
| -6% | -$130K | 0.03% | 621 |
|
|
2023
Q4 | $2.07M | Buy |
78,546
+8,962
| +13% | +$236K | 0.03% | 584 |
|
|
2023
Q3 | $1.9M | Buy |
69,584
+320
| +0.5% | +$8.76K | 0.03% | 583 |
|
|
2023
Q2 | $1.83M | Buy |
69,264
+6,627
| +11% | +$175K | 0.03% | 590 |
|
|
2023
Q1 | $1.62M | Buy |
62,637
+13,261
| +27% | +$343K | 0.03% | 614 |
|
|
2022
Q4 | $1.19M | Sell |
49,376
-15,428
| -24% | -$372K | 0.02% | 698 |
|
|
2022
Q3 | $1.54M | Buy |
64,804
+13,068
| +25% | +$311K | 0.03% | 572 |
|
|
2022
Q2 | $1.26M | Sell |
51,736
-5,115
| -9% | -$125K | 0.03% | 659 |
|
|
2022
Q1 | $1.47M | Buy |
+56,851
| New | +$1.47M | 0.03% | 685 |
|
|
2020
Q1 | – | Sell |
-12,483
| Closed | -$352K | – | 724 |
|
|
2019
Q4 | $352K | Buy |
+12,483
| New | +$352K | 0.01% | 920 |
|