Beverly Hills Private Wealth’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 | $848K | Buy |
27,343
+135
| +0.5% | +$4.19K | 0.16% | 138 |
|
|
2025
Q1 | $929K | Sell |
27,208
-313
| -1% | -$10.7K | 0.18% | 128 |
|
|
2024
Q4 | $863K | Sell |
27,521
-5,970
| -18% | -$187K | 0.17% | 130 |
|
|
2024
Q3 | $975K | Sell |
33,491
-1,480
| -4% | -$43.1K | 0.2% | 128 |
|
|
2024
Q2 | $1.01M | Sell |
34,971
-1,452
| -4% | -$42.1K | 0.22% | 115 |
|
|
2024
Q1 | $1.06M | Sell |
36,423
-36
| -0.1% | -$1.05K | 0.25% | 97 |
|
|
2023
Q4 | $961K | Sell |
36,459
-3,141
| -8% | -$82.8K | 0.25% | 92 |
|
|
2023
Q3 | $1.08M | Sell |
39,600
-12,494
| -24% | -$342K | 0.32% | 79 |
|
|
2023
Q2 | $1.38M | Buy |
52,094
+12,259
| +31% | +$325K | 0.23% | 102 |
|
|
2023
Q1 | $1.03M | Buy |
39,835
+16,147
| +68% | +$418K | 0.32% | 82 |
|
|
2022
Q4 | $571K | Buy |
+23,688
| New | +$571K | 0.25% | 98 |
|