Beaumont Financial 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 | $256K | Hold |
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|
2025
Q2 | $254K | Sell |
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|
2025
Q1 | $499K | Hold |
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|
2024
Q4 | $458K | Buy |
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|
2024
Q3 | $415K | Sell |
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|
2024
Q2 | $1.53M | Sell |
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|
2024
Q1 | $1.56M | Hold |
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|
2023
Q4 | $1.41M | Hold |
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|
2023
Q3 | $1.47M | Buy |
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|
2023
Q2 | $1.4M | Buy |
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|
2023
Q1 | $1.02M | Hold |
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|
2022
Q4 | $947K | Hold |
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|
2022
Q3 | $934K | Buy |
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|
2022
Q2 | $900K | Buy |
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|
2022
Q1 | $340K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $218K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $4.6M | Buy |
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