BSW Wealth Partners’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $634K | Buy |
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|
2025
Q2 | $625K | Sell |
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|
2025
Q1 | $703K | Buy |
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|
2024
Q4 | $643K | Buy |
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|
2024
Q3 | $594K | Buy |
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|
2024
Q2 | $588K | Buy |
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|
2024
Q1 | $589K | Buy |
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|
2023
Q4 | $481K | Buy |
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|
2023
Q3 | $496K | Buy |
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|
2023
Q2 | $475K | Sell |
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|
2023
Q1 | $472K | Buy |
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|
2022
Q4 | $437K | Buy |
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|
2022
Q3 | $429K | Buy |
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|
2022
Q2 | $370K | Sell |
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|
2022
Q1 | $398K | Buy |
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|
2021
Q4 | $240K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $226K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $196K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $250K | Buy |
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|
2019
Q3 | $238K | Buy |
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|
2019
Q2 | $238K | Buy |
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|
2019
Q1 | $238K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $230K | Buy |
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|
2018
Q2 | $219K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $263K | Buy |
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|
2017
Q3 | $204K | Buy |
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|
2017
Q2 | $210K | Buy |
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|
2017
Q1 | $212K | Sell |
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|
2016
Q4 | $220K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $261K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $200K | Sell |
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|
2014
Q2 | $255K | Buy |
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|
2014
Q1 | $213K | Buy |
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|
2013
Q4 | $202K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $212K | Buy |
|