APP
Avantax Planning Partners’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
35,618
+10,222
| +40% | +$317K | 0.04% | 186 |
|
|
2025
Q1 | $867K | Buy |
25,396
+2,048
| +9% | +$69.9K | 0.03% | 195 |
|
|
2024
Q4 | $732K | Buy |
23,348
+330
| +1% | +$10.3K | 0.03% | 204 |
|
|
2024
Q3 | $670K | Buy |
23,018
+3,044
| +15% | +$88.6K | 0.02% | 215 |
|
|
2024
Q2 | $579K | Buy |
19,974
+530
| +3% | +$15.4K | 0.02% | 266 |
|
|
2024
Q1 | $567K | Buy |
19,444
+681
| +4% | +$19.9K | 0.02% | 275 |
|
|
2023
Q4 | $494K | Sell |
18,763
-730
| -4% | -$19.2K | 0.02% | 240 |
|
|
2023
Q3 | $534K | Buy |
19,493
+11,250
| +136% | +$308K | 0.02% | 218 |
|
|
2023
Q2 | $217K | Buy |
8,243
+210
| +3% | +$5.53K | 0.01% | 345 |
|
|
2023
Q1 | $208K | Buy |
+8,033
| New | +$208K | 0.01% | 354 |
|
|
2022
Q2 | – | Sell |
-8,245
| Closed | -$213K | – | 352 |
|
|
2022
Q1 | $213K | Buy |
+8,245
| New | +$213K | 0.01% | 335 |
|
|
2021
Q3 | – | Sell |
-8,404
| Closed | -$203K | – | 343 |
|
|
2021
Q2 | $203K | Buy |
+8,404
| New | +$203K | 0.01% | 309 |
|
|
2020
Q3 | – | Sell |
-13,810
| Closed | -$251K | – | 299 |
|
|
2020
Q2 | $251K | Sell |
13,810
-4,133
| -23% | -$75.1K | 0.01% | 236 |
|
|
2020
Q1 | $257K | Sell |
17,943
-777
| -4% | -$11.1K | 0.02% | 222 |
|
|
2019
Q4 | $527K | Sell |
18,720
-701
| -4% | -$19.7K | 0.03% | 170 |
|
|
2019
Q3 | $555K | Buy |
19,421
+2,758
| +17% | +$78.8K | 0.03% | 155 |
|
|
2019
Q2 | $489K | Sell |
16,663
-151
| -0.9% | -$4.43K | 0.03% | 173 |
|
|
2019
Q1 | $489K | Buy |
16,814
+2,506
| +18% | +$72.9K | 0.03% | 167 |
|
|
2018
Q4 | $352K | Buy |
14,308
+438
| +3% | +$10.8K | 0.03% | 176 |
|
|
2018
Q3 | $398K | Buy |
13,870
+32
| +0.2% | +$918 | 0.03% | 160 |
|
|
2018
Q2 | $383K | Sell |
13,838
-2,581
| -16% | -$71.4K | 0.03% | 154 |
|
|
2018
Q1 | $402K | Sell |
16,419
-366
| -2% | -$8.96K | 0.03% | 196 |
|
|
2017
Q4 | $445K | Sell |
16,785
-38,210
| -69% | -$1.01M | 0.04% | 182 |
|
|
2017
Q3 | $1.43M | Buy |
54,995
+1,764
| +3% | +$46K | 0.11% | 85 |
|
|
2017
Q2 | $1.44M | Buy |
53,231
+18,383
| +53% | +$498K | 0.12% | 83 |
|
|
2017
Q1 | $962K | Buy |
34,848
+8,204
| +31% | +$226K | 0.09% | 109 |
|
|
2016
Q4 | $720K | Buy |
+26,644
| New | +$720K | 0.08% | 128 |
|