BAM
Belpointe Asset Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
51,016
+679
| +1% | +$21.1K | 0.07% | 243 |
|
|
2025
Q1 | $1.72M | Sell |
50,337
-6,978
| -12% | -$238K | 0.09% | 212 |
|
|
2024
Q4 | $1.68M | Hold |
57,315
| – | – | 0.1% | 199 |
|
|
2024
Q3 | $1.67M | Buy |
57,315
+753
| +1% | +$21.9K | 0.1% | 200 |
|
|
2024
Q2 | $1.64M | Sell |
56,562
-14,593
| -21% | -$423K | 0.11% | 178 |
|
|
2024
Q1 | $2.08M | Buy |
71,155
+1,193
| +2% | +$34.8K | 0.16% | 123 |
|
|
2023
Q4 | $1.84M | Sell |
69,962
-9,327
| -12% | -$246K | 0.16% | 121 |
|
|
2023
Q3 | $2.17M | Buy |
79,289
+33,876
| +75% | +$927K | 0.22% | 88 |
|
|
2023
Q2 | $1.2M | Sell |
45,413
-40,302
| -47% | -$1.06M | 0.13% | 152 |
|
|
2023
Q1 | $2.22M | Sell |
85,715
-1,651
| -2% | -$42.8K | 0.12% | 179 |
|
|
2022
Q4 | $2.11M | Buy |
87,366
+2,253
| +3% | +$54.3K | 0.13% | 164 |
|
|
2022
Q3 | $2.02M | Buy |
85,113
+6,537
| +8% | +$155K | 0.14% | 154 |
|
|
2022
Q2 | $1.91M | Buy |
78,576
+12,038
| +18% | +$293K | 0.13% | 169 |
|
|
2022
Q1 | $1.72M | Buy |
66,538
+682
| +1% | +$17.6K | 0.1% | 206 |
|
|
2021
Q4 | $1.45M | Sell |
65,856
-1,236
| -2% | -$27.2K | 0.09% | 226 |
|
|
2021
Q3 | $1.45M | Buy |
67,092
+3,922
| +6% | +$84.9K | 0.1% | 220 |
|
|
2021
Q2 | $1.53M | Buy |
63,170
+6,079
| +11% | +$147K | 0.11% | 204 |
|
|
2021
Q1 | $1.26M | Buy |
57,091
+1,344
| +2% | +$29.6K | 0.11% | 207 |
|
|
2020
Q4 | $1.09M | Sell |
55,747
-1,805
| -3% | -$35.4K | 0.1% | 234 |
|
|
2020
Q3 | $908K | Sell |
57,552
-714
| -1% | -$11.3K | 0.1% | 223 |
|
|
2020
Q2 | $1.06M | Sell |
58,266
-173
| -0.3% | -$3.14K | 0.14% | 158 |
|
|
2020
Q1 | $836K | Sell |
58,439
-14,407
| -20% | -$206K | 0.15% | 165 |
|
|
2019
Q4 | $2.05M | Buy |
72,846
+4,113
| +6% | +$116K | 0.26% | 97 |
|
|
2019
Q3 | $1.96M | Buy |
68,733
+135
| +0.2% | +$3.86K | 0.32% | 73 |
|
|
2019
Q2 | $1.98M | Sell |
68,598
-35
| -0.1% | -$1.01K | 0.39% | 51 |
|
|
2019
Q1 | $2M | Buy |
68,633
+2,611
| +4% | +$76K | 0.39% | 45 |
|
|
2018
Q4 | $1.62M | Buy |
66,022
+18,005
| +37% | +$443K | 0.41% | 45 |
|
|
2018
Q3 | $1.38M | Buy |
48,017
+9,999
| +26% | +$287K | 0.22% | 86 |
|
|
2018
Q2 | $1.05M | Buy |
38,018
+696
| +2% | +$19.3K | 0.29% | 63 |
|
|
2018
Q1 | $914K | Sell |
37,322
-5,396
| -13% | -$132K | 0.27% | 70 |
|
|
2017
Q4 | $1.13M | Buy |
42,718
+1,797
| +4% | +$47.6K | 0.25% | 89 |
|
|
2017
Q3 | $1.07M | Buy |
+40,921
| New | +$1.07M | 0.25% | 90 |
|