Avantax Advisory Services’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 | $4.93M | Buy |
158,879
+9,653
| +6% | +$299K | 0.03% | 452 |
|
|
2025
Q1 | $5.09M | Buy |
149,226
+2,142
| +1% | +$73.1K | 0.03% | 410 |
|
|
2024
Q4 | $4.61M | Buy |
147,084
+17,100
| +13% | +$536K | 0.03% | 423 |
|
|
2024
Q3 | $3.78M | Sell |
129,984
-72,092
| -36% | -$2.1M | 0.02% | 483 |
|
|
2024
Q2 | $5.86M | Buy |
202,076
+29,201
| +17% | +$846K | 0.04% | 330 |
|
|
2024
Q1 | $5.04M | Sell |
172,875
-16,706
| -9% | -$487K | 0.04% | 303 |
|
|
2023
Q4 | $5M | Buy |
189,581
+16,422
| +9% | +$433K | 0.05% | 282 |
|
|
2023
Q3 | $4.74M | Sell |
173,159
-2,759
| -2% | -$75.5K | 0.05% | 266 |
|
|
2023
Q2 | $4.64M | Sell |
175,918
-3,871
| -2% | -$102K | 0.05% | 269 |
|
|
2023
Q1 | $4.66M | Buy |
179,789
+4,432
| +3% | +$115K | 0.06% | 258 |
|
|
2022
Q4 | $4.23M | Buy |
175,357
+9,110
| +5% | +$220K | 0.06% | 259 |
|
|
2022
Q3 | $3.95M | Buy |
166,247
+3,290
| +2% | +$78.2K | 0.06% | 241 |
|
|
2022
Q2 | $3.97M | Buy |
162,957
+15,943
| +11% | +$389K | 0.06% | 241 |
|
|
2022
Q1 | $3.8M | Buy |
147,014
+22,915
| +18% | +$592K | 0.05% | 254 |
|
|
2021
Q4 | $2.73M | Buy |
124,099
+23,003
| +23% | +$505K | 0.04% | 301 |
|
|
2021
Q3 | $2.18M | Buy |
101,096
+16,229
| +19% | +$350K | 0.04% | 320 |
|
|
2021
Q2 | $2.04M | Buy |
84,867
+8,517
| +11% | +$204K | 0.04% | 320 |
|
|
2021
Q1 | $1.68M | Sell |
76,350
-15,943
| -17% | -$351K | 0.04% | 322 |
|
|
2020
Q4 | $1.81M | Sell |
92,293
-97,581
| -51% | -$1.91M | 0.04% | 286 |
|
|
2020
Q3 | $3.01M | Buy |
189,874
+112,697
| +146% | +$1.78M | 0.05% | 281 |
|
|
2020
Q2 | $1.4M | Buy |
77,177
+3,682
| +5% | +$66.8K | 0.04% | 283 |
|
|
2020
Q1 | $1.06M | Buy |
73,495
+542
| +0.7% | +$7.79K | 0.03% | 290 |
|
|
2019
Q4 | $2.05M | Buy |
72,953
+38,155
| +110% | +$1.07M | 0.05% | 206 |
|
|
2019
Q3 | $997K | Buy |
34,798
+4,313
| +14% | +$124K | 0.04% | 212 |
|
|
2019
Q2 | $880K | Buy |
30,485
+1,555
| +5% | +$44.9K | 0.04% | 212 |
|
|
2019
Q1 | $842K | Buy |
28,930
+3,238
| +13% | +$94.2K | 0.04% | 197 |
|
|
2018
Q4 | $630K | Buy |
+25,692
| New | +$630K | 0.11% | 189 |
|