BIP 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
$719K Sell
23,182
-905
-4% -$28.1K 0.04% 126
2025
Q1
$822K Buy
24,087
+396
+2% +$13.5K 0.05% 113
2024
Q4
$743K Buy
23,691
+2,603
+12% +$81.6K 0.05% 123
2024
Q3
$614K Buy
+21,088
New +$614K 0.04% 127
2024
Q2
Sell
-19,675
Closed -$574K 202
2024
Q1
$574K Buy
19,675
+357
+2% +$10.4K 0.04% 120
2023
Q4
$509K Sell
19,318
-310
-2% -$8.17K 0.04% 116
2023
Q3
$537K Buy
19,628
+1,599
+9% +$43.8K 0.05% 103
2023
Q2
$475K Sell
18,029
-931
-5% -$24.5K 0.04% 111
2023
Q1
$491K Buy
+18,960
New +$491K 0.05% 106