Buckingham Strategic Wealth’s Enterprise Products Partners EPD Stock Holding History

Buckingham Strategic Wealth’s Portfolio EPD Stock Details EPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	$2.28M	Buy	78,809 +6,104	+8%	+$177K	0.02%	222
2024 Q1	$2.12M	Buy	72,705 +1,626	+2%	+$47.4K	0.02%	231
2023 Q4	$1.87M	Buy	71,079 +4,608	+7%	+$121K	0.02%	241
2023 Q3	$1.82M	Sell	66,471 -3,931	-6%	-$108K	0.03%	222
2023 Q2	$1.86M	Buy	70,402 +10,612	+18%	+$280K	0.03%	221
2023 Q1	$1.44M	Hold	59,790	–	–	0.03%	222
2022 Q4	$1.44M	Sell	59,790 -1,166	-2%	-$28.1K	0.03%	223
2022 Q3	$1.45M	Sell	60,956 -842	-1%	-$20K	0.03%	212
2022 Q2	$1.51M	Sell	61,798 -1,685	-3%	-$41.1K	0.03%	209
2022 Q1	$1.64M	Buy	63,483 +3,019	+5%	+$77.9K	0.03%	206
2021 Q4	$1.33M	Buy	60,464 +3,452	+6%	+$75.8K	0.03%	236
2021 Q3	$1.23M	Buy	57,012 +9,315	+20%	+$202K	0.03%	233
2021 Q2	$1.15M	Sell	47,697 -5,365	-10%	-$129K	0.03%	238
2021 Q1	$1.17M	Buy	53,062 +105	+0.2%	+$2.31K	0.06%	218
2020 Q4	$1.04M	Sell	52,957 -50	-0.1%	-$979	0.05%	216
2020 Q3	$837K	Sell	53,007 -2,510	-5%	-$39.6K	0.06%	200
2020 Q2	$1.01M	Sell	55,517 -1,739	-3%	-$31.6K	0.1%	150
2020 Q1	$819K	Sell	57,256 -1,904	-3%	-$27.2K	0.08%	185
2019 Q4	$1.67M	Buy	59,160 +6,441	+12%	+$181K	0.16%	107
2019 Q3	$1.51M	Sell	52,719 -11,163	-17%	-$319K	0.16%	104
2019 Q2	$1.84M	Buy	63,882 +9,100	+17%	+$263K	0.2%	95
2019 Q1	$1.59M	Sell	54,782 -217	-0.4%	-$6.31K	0.2%	95
2018 Q4	$1.35M	Buy	54,999 +14,249	+35%	+$350K	0.21%	91
2018 Q3	$1.17M	Buy	40,750 +14,311	+54%	+$411K	0.18%	108
2018 Q2	$732K	Buy	26,439 +8,775	+50%	+$243K	0.12%	144
2018 Q1	$432K	Buy	17,664 +521	+3%	+$12.7K	0.08%	186
2017 Q4	$454K	Sell	17,143 -3,633	-17%	-$96.2K	0.09%	179
2017 Q3	$542K	Buy	20,776 +4,547	+28%	+$119K	0.13%	147
2017 Q2	$439K	Sell	16,229 -233	-1%	-$6.3K	0.1%	173
2017 Q1	$455K	Sell	16,462 -7,529	-31%	-$208K	0.13%	146
2016 Q4	$649K	Buy	23,991 +542	+2%	+$14.7K	0.21%	97
2016 Q3	$648K	Sell	23,449 -497	-2%	-$13.7K	0.22%	98
2016 Q2	$701K	Buy	23,946 +576	+2%	+$16.9K	0.24%	85
2016 Q1	$575K	Buy	23,370 +385	+2%	+$9.47K	0.19%	99
2015 Q4	$588K	Buy	22,985 +2,653	+13%	+$67.9K	0.2%	92
2015 Q3	$506K	Sell	20,332 -1,863	-8%	-$46.4K	0.18%	97
2015 Q2	$663K	Sell	22,195 -538	-2%	-$16.1K	0.22%	89
2015 Q1	$749K	Buy	22,733 +922	+4%	+$30.4K	0.28%	67
2014 Q4	$788K	Buy	21,811 +3,304	+18%	+$119K	0.3%	61
2014 Q3	$746K	Buy	18,507 +781	+4%	+$31.5K	0.31%	62
2014 Q2	$694K	Buy	17,726 +1,550	+10%	+$60.7K	0.3%	61
2014 Q1	$561K	Buy	16,176 +96	+0.6%	+$3.33K	0.26%	65
2013 Q4	$533K	Buy	16,080 +1,286	+9%	+$42.6K	0.25%	69
2013 Q3	$452K	Sell	14,794 -264	-2%	-$8.07K	0.24%	66
2013 Q2	$468K	Buy	+15,058	New	+$468K	0.26%	64