Barnes Pettey Financial Advisors’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 | $217K | Hold |
6,990
| – | – | 0.14% | 105 |
|
|
2025
Q1 | $239K | Hold |
6,990
| – | – | 0.19% | 88 |
|
|
2024
Q4 | $219K | Hold |
6,990
| – | – | 0.17% | 94 |
|
|
2024
Q3 | $203K | Hold |
6,990
| – | – | 0.16% | 98 |
|
|
2024
Q2 | $203K | Hold |
6,990
| – | – | 0.17% | 95 |
|
|
2024
Q1 | $204K | Sell |
6,990
-3,708
| -35% | -$108K | 0.18% | 93 |
|
|
2023
Q4 | $282K | Hold |
10,698
| – | – | 0.23% | 74 |
|
|
2023
Q3 | $293K | Hold |
10,698
| – | – | 0.27% | 66 |
|
|
2023
Q2 | $282K | Sell |
10,698
-1,240
| -10% | -$32.7K | 0.24% | 78 |
|
|
2023
Q1 | $309K | Hold |
11,938
| – | – | 0.3% | 70 |
|
|
2022
Q4 | $288K | Hold |
11,938
| – | – | 0.3% | 75 |
|
|
2022
Q3 | $284K | Sell |
11,938
-3,480
| -23% | -$82.8K | 0.39% | 68 |
|
|
2022
Q2 | $376K | Buy |
15,418
+1,000
| +7% | +$24.4K | 0.49% | 57 |
|
|
2022
Q1 | $372K | Hold |
14,418
| – | – | 0.45% | 58 |
|
|
2021
Q4 | $317K | Buy |
+14,418
| New | +$317K | 0.36% | 68 |
|