Bellevue Asset Management’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
$31.3K Hold
1,010
0.02% 198
2025
Q1
$34.5K Sell
1,010
-407
-29% -$13.9K 0.02% 187
2024
Q4
$44.5K Buy
1,417
+7
+0.5% +$220 0.02% 166
2024
Q3
$41.1K Buy
1,410
+7
+0.5% +$204 0.02% 175
2024
Q2
$40.7K Buy
1,403
+6
+0.4% +$174 0.02% 170
2024
Q1
$40.8K Buy
1,397
+8
+0.6% +$233 0.02% 169
2023
Q4
$36.6K Buy
1,389
+7
+0.5% +$185 0.03% 172
2023
Q3
$37.8K Buy
1,382
+7
+0.5% +$192 0.03% 166
2023
Q2
$36.3K Buy
1,375
+7
+0.5% +$185 0.02% 172
2023
Q1
$35.5K Buy
1,368
+5
+0.4% +$130 0.02% 176
2022
Q4
$32.7K Buy
1,363
+7
+0.5% +$168 0.03% 186
2022
Q3
$33K Buy
1,356
+7
+0.5% +$170 0.03% 188
2022
Q2
$33K Buy
1,349
+5
+0.4% +$122 0.02% 193
2022
Q1
$35K Buy
1,344
+6
+0.4% +$156 0.02% 205
2021
Q4
$29K Buy
1,338
+57
+4% +$1.24K 0.02% 232
2021
Q3
$28K Buy
1,281
+5
+0.4% +$109 0.02% 235
2021
Q2
$31K Buy
1,276
+5
+0.4% +$121 0.02% 228
2021
Q1
$28K Buy
1,271
+5
+0.4% +$110 0.02% 247
2020
Q4
$27K Buy
1,266
+6
+0.5% +$128 0.02% 240
2020
Q3
$20K Hold
1,260
0.01% 257
2020
Q2
$23K Hold
1,260
0.02% 246
2020
Q1
$21K Sell
1,260
-670
-35% -$11.2K 0.02% 264
2019
Q4
$54K Buy
+1,930
New +$54K 0.04% 148