Atria Wealth Solutions’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Sell |
55,437
-139,919
| -72% | -$4.36M | 0.04% | 464 |
|
|
2025
Q1 | $6.67M | Sell |
195,356
-21,134
| -10% | -$722K | 0.08% | 261 |
|
|
2024
Q4 | $6.79M | Buy |
216,490
+38,167
| +21% | +$1.2M | 0.07% | 274 |
|
|
2024
Q3 | $5.19M | Buy |
178,323
+5,423
| +3% | +$158K | 0.06% | 334 |
|
|
2024
Q2 | $5.01M | Sell |
172,900
-189,696
| -52% | -$5.5M | 0.06% | 343 |
|
|
2024
Q1 | $10.6M | Buy |
362,596
+17,620
| +5% | +$514K | 0.12% | 186 |
|
|
2023
Q4 | $9.09M | Sell |
344,976
-28,753
| -8% | -$758K | 0.11% | 180 |
|
|
2023
Q3 | $10.2M | Sell |
373,729
-12,945
| -3% | -$354K | 0.14% | 154 |
|
|
2023
Q2 | $10.2M | Sell |
386,674
-12,484
| -3% | -$329K | 0.14% | 153 |
|
|
2023
Q1 | $10.3M | Sell |
399,158
-94,717
| -19% | -$2.45M | 0.15% | 143 |
|
|
2022
Q4 | $11.9M | Buy |
493,875
+19,646
| +4% | +$474K | 0.19% | 122 |
|
|
2022
Q3 | $11.3M | Buy |
474,229
+8,501
| +2% | +$202K | 0.19% | 112 |
|
|
2022
Q2 | $11.3M | Buy |
465,728
+194,916
| +72% | +$4.75M | 0.21% | 97 |
|
|
2022
Q1 | $6.99M | Buy |
+270,812
| New | +$6.99M | 0.12% | 187 |
|