Aveo Capital Partners’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
Q1 | – | Sell |
-16,755
| Closed | -$525K | – | 222 |
|
|
2024
Q4 | $525K | Buy |
16,755
+5,755
| +52% | +$177K | 0.06% | 199 |
|
|
2024
Q3 | $320K | Sell |
11,000
-247
| -2% | -$7.21K | 0.03% | 268 |
|
|
2024
Q2 | $326K | Sell |
11,247
-47,772
| -81% | -$1.37M | 0.04% | 246 |
|
|
2024
Q1 | $1.66M | Buy |
59,019
+3,453
| +6% | +$94.8K | 0.18% | 105 |
|
|
2023
Q4 | $1.46M | Buy |
55,566
+716
| +1% | +$19.1K | 0.18% | 102 |
|
|
2023
Q3 | $1.5M | Buy |
54,850
+3,726
| +7% | +$99.7K | 0.2% | 100 |
|
|
2023
Q2 | $1.35M | Sell |
51,124
-7,074
| -12% | -$185K | 0.17% | 108 |
|
|
2023
Q1 | $1.51M | Buy |
58,198
+151
| +0.3% | +$3.88K | 0.2% | 90 |
|
|
2022
Q4 | $1.4M | Buy |
58,047
+4,126
| +8% | +$102K | 0.21% | 94 |
|
|
2022
Q3 | $1.28M | Buy |
53,921
+901
| +2% | +$23.2K | 0.22% | 86 |
|
|
2022
Q2 | $1.29M | Sell |
53,020
-1,300
| -2% | -$34.2K | 0.21% | 96 |
|
|
2022
Q1 | $1.4M | Buy |
54,320
+1,570
| +3% | +$38.1K | 0.25% | 86 |
|
|
2021
Q4 | $1.16M | Buy |
52,750
+302
| +0.6% | +$6.77K | 0.21% | 100 |
|
|
2021
Q3 | $1.14M | Buy |
52,448
+2,302
| +5% | +$52.3K | 0.24% | 89 |
|
|
2021
Q2 | $1.21M | Buy |
50,146
+2,352
| +5% | +$55.7K | 0.27% | 82 |
|
|
2021
Q1 | $1.05M | Buy |
+47,794
| New | +$1.05M | 0.27% | 81 |
|
|
2020
Q4 | – | Sell |
-46,444
| Closed | -$733K | – | 88 |
|
|
2020
Q3 | $733K | Buy |
+46,444
| New | +$814K | 0.26% | 81 |
|
|
2020
Q2 | – | Sell |
-25,469
| Closed | -$364K | – | 78 |
|
|
2020
Q1 | $364K | Buy |
25,469
+4,050
| +19% | +$94.1K | 0.18% | 109 |
|
|
2019
Q4 | $603K | Hold |
21,419
| – | – | 0.24% | 94 |
|
|
2019
Q3 | $571K | Buy |
21,419
+350
| +2% | +$10.2K | 0.24% | 90 |
|
|
2019
Q2 | $642K | Hold |
21,069
| – | – | 0.28% | 79 |
|
|
2019
Q1 | $613K | Buy |
21,069
+2,915
| +16% | +$81.4K | 0.28% | 76 |
|
|
2018
Q4 | $446K | Hold |
18,154
| – | – | 0.22% | 69 |
|
|
2018
Q3 | $513K | Buy |
18,154
+800
| +5% | +$23.1K | 0.23% | 72 |
|
|
2018
Q2 | $480K | Sell |
17,354
-948
| -5% | -$25.9K | 0.21% | 76 |
|
|
2018
Q1 | $448K | Buy |
18,302
+975
| +6% | +$26K | 0.19% | 74 |
|
|
2017
Q4 | $459K | Hold |
17,327
| – | – | 0.15% | 75 |
|
|
2017
Q3 | $452K | Buy |
17,327
+775
| +5% | +$20.5K | 0.16% | 69 |
|
|
2017
Q2 | $448K | Buy |
16,552
+2,125
| +15% | +$57.6K | 0.16% | 67 |
|
|
2017
Q1 | $398K | Sell |
14,427
-4,968
| -26% | -$139K | 0.15% | 73 |
|
|
2016
Q4 | $524K | Buy |
+19,395
| New | +$505K | 0.15% | 98 |
|
Other funds holding EPD
AA
TCA
KACA
Aveo Capital Partners's EPD Position: Q1 2025 in Review
Aveo Capital Partners sold out of Enterprise Products Partners (EPD) in Q1 2025, closing a stake of 16,755 shares — an estimated $525K sold.
Aveo Capital Partners first reported a position in EPD in Q4 2016 and held it in 31 quarters. The position peaked at $1.66M in Q1 2024. 1,474 funds tracked by Wall St. Rank hold EPD as of Q1 2025.
- Aveo Capital Partners reported no remaining Enterprise Products Partners position as of Q1 2025 after selling out during the quarter.
- Aveo Capital Partners sold 16,755 Enterprise Products Partners shares in Q1 2025, an estimated $525K.
- Aveo Capital Partners first reported a position in Enterprise Products Partners in Q4 2016 and held it in 31 quarters.
- Aveo Capital Partners's Enterprise Products Partners position peaked at $1.66M in Q1 2024.
- 1,474 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2025.
Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.