Beverly Hills Private Wealth’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 | $859K | Buy |
|
|||||
|
2025
Q2 | $848K | Buy |
|
|||||
|
2025
Q1 | $929K | Sell |
|
|||||
|
2024
Q4 | $863K | Sell |
|
|||||
|
2024
Q3 | $975K | Sell |
|
|||||
|
2024
Q2 | $1.01M | Sell |
|
|||||
|
2024
Q1 | $1.06M | Sell |
|
|||||
|
2023
Q4 | $961K | Sell |
|
|||||
|
2023
Q3 | $1.08M | Sell |
|
|||||
|
2023
Q2 | $1.38M | Buy |
|
|||||
|
2023
Q1 | $1.03M | Buy |
|
|||||
|
2022
Q4 | $571K | Buy |
|