Buffington Mohr McNeal’s Enterprise Products Partners EPD Stock Holding History

Buffington Mohr McNeal’s Portfolio EPD Stock Details EPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$575K	Sell	16,837 -695	-4%	-$23.7K	0.11%	69
2024 Q4	$550K	Buy	17,532 +10,005	+133%	+$314K	0.09%	88
2024 Q3	$219K	Buy	7,527 +5	+0.1%	+$146	0.04%	129
2024 Q2	$218K	Sell	7,522 -972	-11%	-$28.2K	0.04%	120
2024 Q1	$248K	Buy	8,494 +6	+0.1%	+$175	0.04%	118
2023 Q4	$224K	Buy	8,488 +79	+0.9%	+$2.08K	0.04%	123
2023 Q3	$230K	Buy	+8,409	New	+$230K	0.05%	117
2020 Q1	–	Sell	-9,078	Closed	-$256K	–	108
2019 Q4	$256K	Hold	9,078	–	–	0.07%	106
2019 Q3	$259K	Hold	9,078	–	–	0.08%	105
2019 Q2	$262K	Sell	9,078 -262	-3%	-$7.56K	0.08%	110
2019 Q1	$272K	Sell	9,340 -750	-7%	-$21.8K	0.09%	109
2018 Q4	$248K	Hold	10,090	–	–	0.1%	112
2018 Q3	$290K	Sell	10,090 -150	-1%	-$4.31K	0.1%	112
2018 Q2	$283K	Hold	10,240	–	–	0.11%	113
2018 Q1	$251K	Hold	10,240	–	–	0.1%	115
2017 Q4	$271K	Hold	10,240	–	–	0.1%	112
2017 Q3	$254K	Sell	10,240 -360	-3%	-$8.93K	0.1%	118
2017 Q2	$287K	Hold	10,600	–	–	0.11%	121
2017 Q1	$293K	Buy	10,600 +222	+2%	+$6.14K	0.13%	97
2016 Q4	$281K	Sell	10,378 -50	-0.5%	-$1.35K	0.11%	103
2016 Q3	$288K	Sell	10,428 -160	-2%	-$4.42K	0.12%	104
2016 Q2	$310K	Hold	10,588	–	–	0.14%	103
2016 Q1	$260K	Hold	10,588	–	–	0.11%	115
2015 Q4	$271K	Sell	10,588 -968	-8%	-$24.8K	0.15%	91
2015 Q3	$288K	Hold	11,556	–	–	0.19%	50
2015 Q2	$345K	Hold	11,556	–	–	0.19%	53
2015 Q1	$381K	Sell	11,556 -200	-2%	-$6.59K	0.21%	54
2014 Q4	$425K	Hold	11,756	–	–	0.24%	46
2014 Q3	$474K	Hold	11,756	–	–	0.27%	44
2014 Q2	$460K	Hold	11,756	–	–	0.25%	45
2014 Q1	$408K	Sell	11,756 -400	-3%	-$13.9K	0.24%	45
2013 Q4	$403K	Buy	12,156 +250	+2%	+$8.29K	0.25%	44
2013 Q3	$363K	Buy	11,906 +310	+3%	+$9.45K	0.23%	46
2013 Q2	$360K	Buy	+11,596	New	+$360K	0.24%	47