Beaumont 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 | $254K | Sell |
8,187
-6,425
| -44% | -$199K | 0.02% | 329 |
|
|
2025
Q1 | $499K | Hold |
14,612
| – | – | 0.04% | 216 |
|
|
2024
Q4 | $458K | Buy |
14,612
+350
| +2% | +$11K | 0.03% | 230 |
|
|
2024
Q3 | $415K | Sell |
14,262
-38,700
| -73% | -$1.13M | 0.03% | 231 |
|
|
2024
Q2 | $1.53M | Sell |
52,962
-625
| -1% | -$18.1K | 0.12% | 109 |
|
|
2024
Q1 | $1.56M | Hold |
53,587
| – | – | 0.13% | 101 |
|
|
2023
Q4 | $1.41M | Hold |
53,587
| – | – | 0.13% | 112 |
|
|
2023
Q3 | $1.47M | Buy |
53,587
+340
| +0.6% | +$9.31K | 0.15% | 99 |
|
|
2023
Q2 | $1.4M | Buy |
53,247
+13,975
| +36% | +$368K | 0.13% | 109 |
|
|
2023
Q1 | $1.02M | Hold |
39,272
| – | – | 0.1% | 118 |
|
|
2022
Q4 | $947K | Hold |
39,272
| – | – | 0.1% | 130 |
|
|
2022
Q3 | $934K | Buy |
39,272
+2,325
| +6% | +$55.3K | 0.09% | 122 |
|
|
2022
Q2 | $900K | Buy |
36,947
+23,765
| +180% | +$579K | 0.08% | 131 |
|
|
2022
Q1 | $340K | Buy |
+13,182
| New | +$340K | 0.03% | 265 |
|
|
2019
Q4 | – | Sell |
-7,611
| Closed | -$218K | – | 288 |
|
|
2019
Q3 | $218K | Buy |
+7,611
| New | +$218K | 0.02% | 250 |
|
|
2013
Q3 | – | Sell |
-148,032
| Closed | -$4.6M | – | 155 |
|
|
2013
Q2 | $4.6M | Buy |
+148,032
| New | +$4.6M | 0.43% | 61 |
|