Atwood & Palmer’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
Q3 | $279K | Hold |
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|
2025
Q2 | $277K | Buy |
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|
2025
Q1 | $229K | Hold |
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|
2024
Q4 | $210K | Hold |
|
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|
2024
Q3 | $195K | Hold |
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|
2024
Q2 | $194K | Hold |
|
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|
2024
Q1 | $196K | Hold |
|
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|
2023
Q4 | $177K | Hold |
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|
2023
Q3 | $183K | Hold |
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|
2023
Q2 | $177K | Hold |
|
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|
2023
Q1 | $174K | Sell |
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|
2022
Q4 | $219K | Hold |
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|
2022
Q3 | $216K | Sell |
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|
2022
Q2 | $283K | Hold |
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|
2022
Q1 | $299K | Hold |
|
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|
2021
Q4 | $255K | Buy |
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|
2021
Q3 | $199K | Hold |
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|
2021
Q2 | $222K | Buy |
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|
2021
Q1 | $148K | Hold |
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|
2020
Q4 | $131K | Hold |
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|
2020
Q3 | $106K | Hold |
|
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|
2020
Q2 | $122K | Hold |
|
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|
2020
Q1 | $96K | Hold |
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|
2019
Q4 | $189K | Hold |
|
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|
2019
Q3 | $191K | Hold |
|
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|
2019
Q2 | $193K | Hold |
|
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|
2019
Q1 | $195K | Sell |
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|
2018
Q4 | $169K | Sell |
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|
2018
Q3 | $217K | Hold |
|
|||||
|
2018
Q2 | $209K | Sell |
|
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|
2018
Q1 | $197K | Sell |
|
|||||
|
2017
Q4 | $297K | Hold |
|
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|
2017
Q3 | $292K | Hold |
|
|||||
|
2017
Q2 | $303K | Hold |
|
|||||
|
2017
Q1 | $309K | Hold |
|
|||||
|
2016
Q4 | $303K | Hold |
|
|||||
|
2016
Q3 | $309K | Hold |
|
|||||
|
2016
Q2 | $328K | Hold |
|
|||||
|
2016
Q1 | $276K | Sell |
|
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|
2015
Q4 | $386K | Buy |
|
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|
2015
Q3 | $299K | Hold |
|
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|
2015
Q2 | $359K | Hold |
|
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|
2015
Q1 | $395K | Hold |
|
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|
2014
Q4 | $434K | Sell |
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|
2014
Q3 | $500K | Buy |
|
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|
2014
Q2 | $270K | Sell |
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|
2014
Q1 | $430K | Hold |
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|
2013
Q4 | $411K | Hold |
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|
2013
Q3 | $378K | Hold |
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|
2013
Q2 | $385K | Buy |
|