Avion Wealth’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
Q2 | $1.7M | Sell |
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|
2025
Q1 | $1.86M | Hold |
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|
2024
Q4 | $1.86M | Sell |
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|
2024
Q3 | $1.73M | Buy |
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|
2024
Q2 | $1.7M | Hold |
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|
2024
Q1 | $1.71M | Hold |
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|
2023
Q4 | $1.55M | Sell |
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|
2023
Q3 | $1.74M | Hold |
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|
2023
Q2 | $1.68M | Sell |
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|
2023
Q1 | $1.54M | Hold |
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|
2022
Q4 | $1.51M | Hold |
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|
2022
Q3 | $1.51M | Sell |
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|
2022
Q2 | $1.55M | Sell |
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|
2022
Q1 | $1.79M | Hold |
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|
2021
Q4 | $1.52M | Sell |
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|
2021
Q3 | $1.54M | Hold |
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|
2021
Q2 | $1.71M | Hold |
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|
2021
Q1 | $1.56M | Buy |
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|
2020
Q4 | $1.11M | Buy |
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|
2020
Q3 | $676K | Hold |
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|
2020
Q2 | $778K | Hold |
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|
2020
Q1 | $612K | Buy |
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|
2019
Q4 | $1.2M | Hold |
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|
2019
Q3 | $1.22M | Buy |
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