Bristlecone Advisors’s Enterprise Products Partners EPD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-11,747
| Closed | -$401K | – | 315 |
|
2025
Q1 | $401K | Sell |
11,747
-1,229
| -9% | -$42K | 0.03% | 214 |
|
2024
Q4 | $407K | Hold |
12,976
| – | – | 0.03% | 212 |
|
2024
Q3 | $378K | Hold |
12,976
| – | – | 0.03% | 206 |
|
2024
Q2 | $376K | Hold |
12,976
| – | – | 0.03% | 204 |
|
2024
Q1 | $379K | Hold |
12,976
| – | – | 0.03% | 205 |
|
2023
Q4 | $342K | Hold |
12,976
| – | – | 0.03% | 211 |
|
2023
Q3 | $355K | Hold |
12,976
| – | – | 0.04% | 194 |
|
2023
Q2 | $342K | Hold |
12,976
| – | – | 0.03% | 202 |
|
2023
Q1 | $336K | Hold |
12,976
| – | – | 0.04% | 207 |
|
2022
Q4 | $313K | Hold |
12,976
| – | – | 0.04% | 205 |
|
2022
Q3 | $309K | Buy |
12,976
+82
| +0.6% | +$1.95K | 0.04% | 197 |
|
2022
Q2 | $314K | Buy |
12,894
+3,790
| +42% | +$92.3K | 0.04% | 201 |
|
2022
Q1 | $235K | Buy |
+9,104
| New | +$235K | 0.03% | 213 |
|