Birch Capital 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 | $5.21M | Hold |
168,139
| – | – | 2.67% | 14 |
|
|
2025
Q1 | $5.74M | Sell |
168,139
-401
| -0.2% | -$13.7K | 2.98% | 11 |
|
|
2024
Q4 | $5.29M | Buy |
168,540
+465
| +0.3% | +$14.6K | 2.66% | 13 |
|
|
2024
Q3 | $4.89M | Sell |
168,075
-312
| -0.2% | -$9.08K | 2.39% | 15 |
|
|
2024
Q2 | $4.88M | Sell |
168,387
-8,609
| -5% | -$249K | 2.54% | 13 |
|
|
2024
Q1 | $5.16M | Sell |
176,996
-3,022
| -2% | -$88.2K | 2.68% | 13 |
|
|
2023
Q4 | $4.74M | Buy |
180,018
+2,685
| +2% | +$70.8K | 2.72% | 11 |
|
|
2023
Q3 | $4.85M | Buy |
177,333
+9,693
| +6% | +$265K | 3.07% | 10 |
|
|
2023
Q2 | $4.42M | Buy |
167,640
+813
| +0.5% | +$21.4K | 2.68% | 11 |
|
|
2023
Q1 | $4.32M | Sell |
166,827
-441
| -0.3% | -$11.4K | 2.78% | 12 |
|
|
2022
Q4 | $4.03M | Buy |
167,268
+36,380
| +28% | +$877K | 2.78% | 12 |
|
|
2022
Q3 | $3.11M | Buy |
130,888
+4,597
| +4% | +$109K | 2.35% | 14 |
|
|
2022
Q2 | $3.08M | Buy |
126,291
+31,736
| +34% | +$773K | 2.2% | 17 |
|
|
2022
Q1 | $2.44M | Buy |
94,555
+37,252
| +65% | +$961K | 1.5% | 23 |
|
|
2021
Q4 | $1.26M | Buy |
57,303
+782
| +1% | +$17.2K | 0.75% | 35 |
|
|
2021
Q3 | $1.22M | Buy |
56,521
+5,636
| +11% | +$122K | 0.83% | 34 |
|
|
2021
Q2 | $1.23M | Buy |
50,885
+7,134
| +16% | +$172K | 0.83% | 35 |
|
|
2021
Q1 | $963K | Buy |
43,751
+968
| +2% | +$21.3K | 0.71% | 37 |
|
|
2020
Q4 | $838K | Sell |
42,783
-11,894
| -22% | -$233K | 0.64% | 39 |
|
|
2020
Q3 | $863K | Sell |
54,677
-17,848
| -25% | -$282K | 0.75% | 34 |
|
|
2020
Q2 | $1.32M | Buy |
72,525
+12,371
| +21% | +$225K | 1.23% | 29 |
|
|
2020
Q1 | $860K | Buy |
60,154
+18,372
| +44% | +$263K | 0.99% | 32 |
|
|
2019
Q4 | $1.18M | Buy |
+41,782
| New | +$1.18M | 1.15% | 32 |
|