Blue Bell Private Wealth 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 | $15K | Hold |
485
| – | – | ﹤0.01% | 492 |
|
|
2025
Q1 | $16.6K | Hold |
485
| – | – | ﹤0.01% | 477 |
|
|
2024
Q4 | $15.2K | Hold |
485
| – | – | ﹤0.01% | 463 |
|
|
2024
Q3 | $14.1K | Hold |
485
| – | – | ﹤0.01% | 490 |
|
|
2024
Q2 | $14.1K | Hold |
485
| – | – | ﹤0.01% | 486 |
|
|
2024
Q1 | $14.1K | Sell |
485
-400
| -45% | -$11.7K | ﹤0.01% | 485 |
|
|
2023
Q4 | $23.3K | Buy |
885
+2
| +0.2% | +$53 | 0.01% | 415 |
|
|
2023
Q3 | $24.2K | Hold |
883
| – | – | 0.01% | 339 |
|
|
2023
Q2 | $23.3K | Hold |
883
| – | – | 0.01% | 339 |
|
|
2023
Q1 | $22.9K | Sell |
883
-150
| -15% | -$3.89K | 0.01% | 301 |
|
|
2022
Q4 | $24.9K | Hold |
1,033
| – | – | 0.01% | 287 |
|
|
2022
Q3 | $25K | Hold |
1,033
| – | – | 0.01% | 272 |
|
|
2022
Q2 | $25K | Sell |
1,033
-800
| -44% | -$19.4K | 0.01% | 282 |
|
|
2022
Q1 | $47K | Sell |
1,833
-450
| -20% | -$11.5K | 0.01% | 227 |
|
|
2021
Q4 | $50K | Buy |
+2,283
| New | +$50K | 0.01% | 204 |
|
|
2016
Q4 | – | Sell |
-654
| Closed | -$19K | – | 304 |
|
|
2016
Q3 | $19K | Hold |
654
| – | – | 0.01% | 297 |
|
|
2016
Q2 | $20K | Sell |
654
-484
| -43% | -$14.8K | 0.01% | 291 |
|
|
2016
Q1 | $28K | Buy |
1,138
+484
| +74% | +$11.9K | 0.02% | 263 |
|
|
2015
Q4 | $17K | Hold |
654
| – | – | 0.01% | 322 |
|
|
2015
Q3 | $16K | Hold |
654
| – | – | 0.01% | 331 |
|
|
2015
Q2 | $20K | Hold |
654
| – | – | 0.01% | 312 |
|
|
2015
Q1 | $21K | Hold |
654
| – | – | 0.01% | 297 |
|
|
2014
Q4 | $23K | Hold |
654
| – | – | 0.01% | 310 |
|
|
2014
Q3 | $26K | Hold |
654
| – | – | 0.02% | 310 |
|
|
2014
Q2 | $26K | Hold |
654
| – | – | 0.02% | 298 |
|
|
2014
Q1 | $23K | Hold |
654
| – | – | 0.02% | 280 |
|
|
2013
Q4 | $22K | Buy |
+654
| New | +$22K | 0.02% | 300 |
|