Avior Wealth Management’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 | $463K | Hold |
|
|||||
|
2025
Q1 | $510K | Sell |
|
|||||
|
2024
Q4 | $546K | Hold |
|
|||||
|
2024
Q3 | $507K | Buy |
|
|||||
|
2024
Q2 | $345K | Hold |
|
|||||
|
2024
Q1 | $348K | Buy |
|
|||||
|
2023
Q4 | $286K | Buy |
|
|||||
|
2023
Q3 | $285K | Sell |
|
|||||
|
2023
Q2 | $393K | Sell |
|
|||||
|
2023
Q1 | $684K | Buy |
|
|||||
|
2022
Q4 | $251K | Hold |
|
|||||
|
2022
Q3 | $247K | Hold |
|
|||||
|
2022
Q2 | $253K | Buy |
|
|||||
|
2022
Q1 | $169K | Hold |
|
|||||
|
2021
Q4 | $144K | Buy |
|
|||||
|
2021
Q3 | $142K | Hold |
|
|||||
|
2021
Q2 | $158K | Hold |
|
|||||
|
2021
Q1 | $144K | Hold |
|
|||||
|
2020
Q4 | $128K | Sell |
|
|||||
|
2020
Q3 | $488K | Hold |
|
|||||
|
2020
Q2 | $562K | Buy |
|
|||||
|
2020
Q1 | $420K | Sell |
|
|||||
|
2019
Q4 | $877K | Sell |
|
|||||
|
2019
Q3 | $917K | Hold |
|
|||||
|
2019
Q2 | $928K | Buy |
|
|||||
|
2019
Q1 | $821K | Sell |
|
|||||
|
2018
Q4 | $725K | Hold |
|
|||||
|
2018
Q3 | $849K | Sell |
|
|||||
|
2018
Q2 | $822K | Buy |
|
|||||
|
2018
Q1 | $724K | Buy |
|
|||||
|
2017
Q4 | $758K | Buy |
|
|||||
|
2017
Q3 | $240K | Buy |
|
|||||
|
2017
Q2 | $248K | Buy |
|
|||||
|
2017
Q1 | $251K | Hold |
|
|||||
|
2016
Q4 | $246K | Hold |
|
|||||
|
2016
Q3 | $251K | Hold |
|
|||||
|
2016
Q2 | $265K | Buy |
|
|||||
|
2016
Q1 | $222K | Sell |
|
|||||
|
2015
Q4 | $234K | Sell |
|
|||||
|
2015
Q3 | $231K | Buy |
|
|||||
|
2015
Q2 | $203K | Buy |
|
|||||
|
2015
Q1 | $178K | Hold |
|
|||||
|
2014
Q4 | $195K | Sell |
|
|||||
|
2014
Q3 | $232K | Sell |
|
|||||
|
2014
Q2 | $226K | Hold |
|
|||||
|
2014
Q1 | $200K | Hold |
|
|||||
|
2013
Q4 | $191K | Buy |
|