Avidian Wealth Enterprises’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 | $2.33M | Buy |
75,287
+11,792
| +19% | +$366K | 0.09% | 112 |
|
|
2025
Q1 | $2.17M | Buy |
63,495
+1,756
| +3% | +$60K | 0.1% | 116 |
|
|
2024
Q4 | $1.94M | Sell |
61,739
-974
| -2% | -$30.5K | 0.09% | 125 |
|
|
2024
Q3 | $1.83M | Sell |
62,713
-59
| -0.1% | -$1.72K | 0.08% | 127 |
|
|
2024
Q2 | $1.82M | Buy |
62,772
+16,168
| +35% | +$469K | 0.08% | 119 |
|
|
2024
Q1 | $1.36M | Sell |
46,604
-7,622
| -14% | -$222K | 0.07% | 131 |
|
|
2023
Q4 | $1.43M | Sell |
54,226
-4,208
| -7% | -$111K | 0.09% | 130 |
|
|
2023
Q3 | $1.6M | Buy |
58,434
+2,441
| +4% | +$66.8K | 0.11% | 115 |
|
|
2023
Q2 | $1.48M | Sell |
55,993
-48,120
| -46% | -$1.27M | 0.1% | 137 |
|
|
2023
Q1 | $2.7M | Buy |
104,113
+8,755
| +9% | +$227K | 0.15% | 118 |
|
|
2022
Q4 | $2.3M | Buy |
95,358
+6,467
| +7% | +$156K | 0.15% | 114 |
|
|
2022
Q3 | $2.11M | Buy |
88,891
+2,937
| +3% | +$69.8K | 0.15% | 93 |
|
|
2022
Q2 | $2.1M | Buy |
85,954
+1,005
| +1% | +$24.5K | 0.15% | 103 |
|
|
2022
Q1 | $2.19M | Buy |
84,949
+20,861
| +33% | +$539K | 0.13% | 105 |
|
|
2021
Q4 | $1.41M | Buy |
64,088
+7,603
| +13% | +$167K | 0.09% | 142 |
|
|
2021
Q3 | $1.22M | Sell |
56,485
-637
| -1% | -$13.8K | 0.09% | 116 |
|
|
2021
Q2 | $1.38M | Buy |
57,122
+4,272
| +8% | +$103K | 0.11% | 108 |
|
|
2021
Q1 | $1.16M | Buy |
52,850
+10,203
| +24% | +$225K | 0.1% | 112 |
|
|
2020
Q4 | $835K | Buy |
42,647
+3,216
| +8% | +$63K | 0.08% | 126 |
|
|
2020
Q3 | $623K | Buy |
39,431
+278
| +0.7% | +$4.39K | 0.07% | 137 |
|
|
2020
Q2 | $711K | Buy |
39,153
+4,751
| +14% | +$86.3K | 0.1% | 108 |
|
|
2020
Q1 | $492K | Buy |
34,402
+23,596
| +218% | +$337K | 0.08% | 108 |
|
|
2019
Q4 | $304K | Sell |
10,806
-961
| -8% | -$27K | 0.04% | 176 |
|
|
2019
Q3 | $336K | Buy |
+11,767
| New | +$336K | 0.06% | 138 |
|
|
2019
Q2 | – | Sell |
-7,108
| Closed | -$207K | – | 151 |
|
|
2019
Q1 | $207K | Buy |
+7,108
| New | +$207K | 0.05% | 124 |
|
|
2018
Q4 | – | Sell |
-7,794
| Closed | -$224K | – | 100 |
|
|
2018
Q3 | $224K | Sell |
7,794
-300
| -4% | -$8.62K | 0.07% | 98 |
|
|
2018
Q2 | $224K | Sell |
8,094
-200
| -2% | -$5.54K | 0.07% | 89 |
|
|
2018
Q1 | $203K | Buy |
8,294
+200
| +2% | +$4.9K | 0.07% | 91 |
|
|
2017
Q4 | $215 | Sell |
8,094
-100
| -1% | -$3 | 0.06% | 94 |
|
|
2017
Q3 | $214K | Buy |
+8,194
| New | +$214K | 0.08% | 82 |
|
|
2014
Q1 | – | Sell |
-6,890
| Closed | -$218K | – | 17 |
|
|
2013
Q4 | $218K | Buy |
+6,890
| New | +$218K | 0.2% | 27 |
|