BSW Wealth Partners’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 | $625K | Sell |
20,169
-424
| -2% | -$13.1K | 0.09% | 135 |
|
|
2025
Q1 | $703K | Buy |
20,593
+96
| +0.5% | +$3.28K | 0.11% | 116 |
|
|
2024
Q4 | $643K | Buy |
20,497
+102
| +0.5% | +$3.2K | 0.09% | 126 |
|
|
2024
Q3 | $594K | Buy |
20,395
+105
| +0.5% | +$3.06K | 0.09% | 125 |
|
|
2024
Q2 | $588K | Buy |
20,290
+102
| +0.5% | +$2.96K | 0.1% | 118 |
|
|
2024
Q1 | $589K | Buy |
20,188
+1,951
| +11% | +$56.9K | 0.1% | 120 |
|
|
2023
Q4 | $481K | Buy |
18,237
+105
| +0.6% | +$2.77K | 0.1% | 127 |
|
|
2023
Q3 | $496K | Buy |
18,132
+101
| +0.6% | +$2.76K | 0.11% | 108 |
|
|
2023
Q2 | $475K | Sell |
18,031
-200
| -1% | -$5.27K | 0.1% | 116 |
|
|
2023
Q1 | $472K | Buy |
18,231
+96
| +0.5% | +$2.49K | 0.1% | 144 |
|
|
2022
Q4 | $437K | Buy |
18,135
+98
| +0.5% | +$2.36K | 0.09% | 153 |
|
|
2022
Q3 | $429K | Buy |
18,037
+2,843
| +19% | +$67.6K | 0.11% | 134 |
|
|
2022
Q2 | $370K | Sell |
15,194
-243
| -2% | -$5.92K | 0.09% | 157 |
|
|
2022
Q1 | $398K | Buy |
15,437
+4,524
| +41% | +$117K | 0.1% | 160 |
|
|
2021
Q4 | $240K | Buy |
+10,913
| New | +$240K | 0.06% | 224 |
|
|
2021
Q3 | – | Sell |
-9,359
| Closed | -$226K | – | 258 |
|
|
2021
Q2 | $226K | Buy |
+9,359
| New | +$226K | 0.06% | 216 |
|
|
2021
Q1 | – | Sell |
-10,001
| Closed | -$196K | – | 219 |
|
|
2020
Q4 | $196K | Buy |
+10,001
| New | +$196K | 0.06% | 177 |
|
|
2020
Q1 | – | Sell |
-8,891
| Closed | -$250K | – | 120 |
|
|
2019
Q4 | $250K | Buy |
8,891
+565
| +7% | +$15.9K | 0.09% | 108 |
|
|
2019
Q3 | $238K | Buy |
8,326
+83
| +1% | +$2.37K | 0.09% | 93 |
|
|
2019
Q2 | $238K | Buy |
8,243
+79
| +1% | +$2.28K | 0.09% | 92 |
|
|
2019
Q1 | $238K | Buy |
+8,164
| New | +$238K | 0.09% | 81 |
|
|
2018
Q4 | – | Sell |
-8,003
| Closed | -$230K | – | 111 |
|
|
2018
Q3 | $230K | Buy |
8,003
+73
| +0.9% | +$2.1K | 0.09% | 117 |
|
|
2018
Q2 | $219K | Buy |
+7,930
| New | +$219K | 0.09% | 81 |
|
|
2018
Q1 | – | Sell |
-9,917
| Closed | -$263K | – | 89 |
|
|
2017
Q4 | $263K | Buy |
9,917
+2,080
| +27% | +$55.2K | 0.11% | 70 |
|
|
2017
Q3 | $204K | Buy |
7,837
+74
| +1% | +$1.93K | 0.09% | 81 |
|
|
2017
Q2 | $210K | Buy |
7,763
+70
| +0.9% | +$1.89K | 0.1% | 74 |
|
|
2017
Q1 | $212K | Sell |
7,693
-459
| -6% | -$12.6K | 0.11% | 65 |
|
|
2016
Q4 | $220K | Buy |
+8,152
| New | +$220K | 0.11% | 68 |
|
|
2015
Q3 | – | Sell |
-8,721
| Closed | -$261K | – | 62 |
|
|
2015
Q2 | $261K | Buy |
+8,721
| New | +$261K | 0.17% | 50 |
|
|
2014
Q4 | – | Sell |
-4,963
| Closed | -$200K | – | 57 |
|
|
2014
Q3 | $200K | Sell |
4,963
-1,563
| -24% | -$63K | 0.16% | 52 |
|
|
2014
Q2 | $255K | Buy |
6,526
+386
| +6% | +$15.1K | 0.2% | 44 |
|
|
2014
Q1 | $213K | Buy |
6,140
+52
| +0.9% | +$1.8K | 0.17% | 47 |
|
|
2013
Q4 | $202K | Buy |
+6,088
| New | +$202K | 0.16% | 48 |
|
|
2013
Q3 | – | Sell |
-6,822
| Closed | -$212K | – | 48 |
|
|
2013
Q2 | $212K | Buy |
+6,822
| New | +$212K | 0.19% | 44 |
|