Bedell Frazier Investment Counselling’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 | $216K | Hold |
6,980
| – | – | 0.05% | 105 |
|
|
2025
Q1 | $238K | Hold |
6,980
| – | – | 0.06% | 94 |
|
|
2024
Q4 | $219K | Hold |
6,980
| – | – | 0.05% | 105 |
|
|
2024
Q3 | $203K | Sell |
6,980
-486
| -7% | -$14.1K | 0.05% | 100 |
|
|
2024
Q2 | $216K | Hold |
7,466
| – | – | 0.05% | 93 |
|
|
2024
Q1 | $218K | Buy |
+7,466
| New | +$218K | 0.05% | 93 |
|
|
2023
Q4 | – | Sell |
-7,400
| Closed | -$203K | – | 91 |
|
|
2023
Q3 | $203K | Buy |
+7,400
| New | +$203K | 0.06% | 86 |
|