Atwood & Palmer’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 | $277K | Buy |
8,931
+2,231
| +33% | +$69.2K | 0.02% | 133 |
|
|
2025
Q1 | $229K | Hold |
6,700
| – | – | 0.02% | 145 |
|
|
2024
Q4 | $210K | Hold |
6,700
| – | – | 0.01% | 144 |
|
|
2024
Q3 | $195K | Hold |
6,700
| – | – | 0.01% | 151 |
|
|
2024
Q2 | $194K | Hold |
6,700
| – | – | 0.01% | 147 |
|
|
2024
Q1 | $196K | Hold |
6,700
| – | – | 0.01% | 150 |
|
|
2023
Q4 | $177K | Hold |
6,700
| – | – | 0.01% | 154 |
|
|
2023
Q3 | $183K | Hold |
6,700
| – | – | 0.02% | 145 |
|
|
2023
Q2 | $177K | Hold |
6,700
| – | – | 0.02% | 157 |
|
|
2023
Q1 | $174K | Sell |
6,700
-2,400
| -26% | -$62.2K | 0.02% | 148 |
|
|
2022
Q4 | $219K | Hold |
9,100
| – | – | 0.02% | 143 |
|
|
2022
Q3 | $216K | Sell |
9,100
-2,500
| -22% | -$59.3K | 0.02% | 136 |
|
|
2022
Q2 | $283K | Hold |
11,600
| – | – | 0.03% | 120 |
|
|
2022
Q1 | $299K | Hold |
11,600
| – | – | 0.03% | 125 |
|
|
2021
Q4 | $255K | Buy |
11,600
+2,400
| +26% | +$52.8K | 0.02% | 138 |
|
|
2021
Q3 | $199K | Hold |
9,200
| – | – | 0.02% | 145 |
|
|
2021
Q2 | $222K | Buy |
9,200
+2,500
| +37% | +$60.3K | 0.02% | 138 |
|
|
2021
Q1 | $148K | Hold |
6,700
| – | – | 0.01% | 158 |
|
|
2020
Q4 | $131K | Hold |
6,700
| – | – | 0.01% | 160 |
|
|
2020
Q3 | $106K | Hold |
6,700
| – | – | 0.01% | 157 |
|
|
2020
Q2 | $122K | Hold |
6,700
| – | – | 0.02% | 150 |
|
|
2020
Q1 | $96K | Hold |
6,700
| – | – | 0.02% | 153 |
|
|
2019
Q4 | $189K | Hold |
6,700
| – | – | 0.02% | 127 |
|
|
2019
Q3 | $191K | Hold |
6,700
| – | – | 0.03% | 126 |
|
|
2019
Q2 | $193K | Hold |
6,700
| – | – | 0.03% | 126 |
|
|
2019
Q1 | $195K | Sell |
6,700
-155
| -2% | -$4.51K | 0.03% | 122 |
|
|
2018
Q4 | $169K | Sell |
6,855
-712
| -9% | -$17.6K | 0.03% | 127 |
|
|
2018
Q3 | $217K | Hold |
7,567
| – | – | 0.03% | 123 |
|
|
2018
Q2 | $209K | Sell |
7,567
-467
| -6% | -$12.9K | 0.03% | 123 |
|
|
2018
Q1 | $197K | Sell |
8,034
-3,166
| -28% | -$77.6K | 0.03% | 126 |
|
|
2017
Q4 | $297K | Hold |
11,200
| – | – | 0.04% | 108 |
|
|
2017
Q3 | $292K | Hold |
11,200
| – | – | 0.04% | 109 |
|
|
2017
Q2 | $303K | Hold |
11,200
| – | – | 0.05% | 107 |
|
|
2017
Q1 | $309K | Hold |
11,200
| – | – | 0.05% | 98 |
|
|
2016
Q4 | $303K | Hold |
11,200
| – | – | 0.05% | 94 |
|
|
2016
Q3 | $309K | Hold |
11,200
| – | – | 0.06% | 93 |
|
|
2016
Q2 | $328K | Hold |
11,200
| – | – | 0.06% | 88 |
|
|
2016
Q1 | $276K | Sell |
11,200
-3,902
| -26% | -$96.2K | 0.05% | 98 |
|
|
2015
Q4 | $386K | Buy |
15,102
+3,102
| +26% | +$79.3K | 0.07% | 97 |
|
|
2015
Q3 | $299K | Hold |
12,000
| – | – | 0.06% | 104 |
|
|
2015
Q2 | $359K | Hold |
12,000
| – | – | 0.06% | 104 |
|
|
2015
Q1 | $395K | Hold |
12,000
| – | – | 0.07% | 101 |
|
|
2014
Q4 | $434K | Sell |
12,000
-400
| -3% | -$14.5K | 0.08% | 95 |
|
|
2014
Q3 | $500K | Buy |
12,400
+5,500
| +80% | +$222K | 0.09% | 92 |
|
|
2014
Q2 | $270K | Sell |
6,900
-5,500
| -44% | -$215K | 0.07% | 98 |
|
|
2014
Q1 | $430K | Hold |
12,400
| – | – | 0.1% | 86 |
|
|
2013
Q4 | $411K | Hold |
12,400
| – | – | 0.1% | 83 |
|
|
2013
Q3 | $378K | Hold |
12,400
| – | – | 0.1% | 83 |
|
|
2013
Q2 | $385K | Buy |
+12,400
| New | +$385K | 0.1% | 76 |
|