Ballast Advisors’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
Q3
$9.87M Buy
2025
Q2
$9.64M Buy
2025
Q1
$10.2M Sell
2024
Q4
$9.7M Buy
2024
Q3
$8.88M Sell
2024
Q2
$8.9M Sell
2024
Q1
$8.96M Buy
2023
Q4
$7.88M Sell
2023
Q3
$8.32M Sell
2023
Q2
$8.57M Sell
2023
Q1
$8.7M Buy
2022
Q4
$8.04M Buy
2022
Q3
$7.83M Buy
2022
Q2
$7.94M Buy
2022
Q1
$8.27M Buy
2021
Q4
$7.01M Sell
2021
Q3
$7.02M Sell
2021
Q2
$7.85M Sell
2021
Q1
$7.22M Buy
2020
Q4
$6.24M Sell
2020
Q3
$5.04M Buy