Bridgewealth Advisory Group’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 | $218K | Buy |
+7,041
| New | +$218K | 0.06% | 105 |
|
|
2025
Q1 | – | Sell |
-10,025
| Closed | -$333K | – | 63 |
|
|
2024
Q4 | $333K | Buy |
10,025
+697
| +7% | +$23.1K | 0.09% | 78 |
|
|
2024
Q3 | $272K | Sell |
9,328
-2,915
| -24% | -$84.9K | 0.1% | 66 |
|
|
2024
Q2 | $355K | Sell |
12,243
-9,221
| -43% | -$267K | 0.16% | 51 |
|
|
2024
Q1 | $626K | Hold |
21,464
| – | – | 0.31% | 42 |
|
|
2023
Q4 | $566K | Hold |
21,464
| – | – | 0.43% | 38 |
|
|
2023
Q3 | $587K | Buy |
21,464
+1
| +0% | +$27 | 0.72% | 30 |
|
|
2023
Q2 | $566K | Sell |
21,463
-1
| -0% | -$26 | 0.92% | 24 |
|
|
2023
Q1 | $556K | Hold |
21,464
| – | – | 1.02% | 22 |
|
|
2022
Q4 | $518K | Buy |
+21,464
| New | +$518K | 1.02% | 21 |
|