Caldwell Trust’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $177K | Hold |
5,700
|
|
||||
|
2025
Q1 | $195K | Hold |
5,700
|
|
||||
|
2024
Q4 | $179K | Hold |
5,700
|
|
||||
|
2024
Q3 | $166K | Hold |
5,700
|
|
||||
|
2024
Q2 | $165K | Buy |
5,700
+4,700
|
|
||||
|
2024
Q1 | $29.2K | Hold |
1,000
|
|
||||
|
2023
Q4 | $26.4K | Sell |
1,000
-400
|
|
||||
|
2023
Q3 | $38.3K | Hold |
1,400
|
|
||||
|
2023
Q2 | $36.9K | Hold |
1,400
|
|
||||
|
2023
Q1 | $36.3K | Buy |
1,400
+400
|
|
||||
|
2022
Q4 | $24.1K | Hold |
1,000
|
|
||||
|
2022
Q3 | $23.8K | Hold |
1,000
|
|
||||
|
2022
Q2 | $24.4K | Hold |
1,000
|
|
||||
|
2022
Q1 | $25.8K | Hold |
1,000
|
|
||||
|
2021
Q4 | $22K | Hold |
1,000
|
|
||||
|
2021
Q3 | $21.6K | Sell |
1,000
-810
|
|
||||
|
2021
Q2 | $43.7K | Hold |
1,810
|
|
||||
|
2021
Q1 | $39.9K | Hold |
1,810
|
|
||||
|
2020
Q4 | $35.5K | Hold |
1,810
|
|
||||
|
2020
Q3 | $28.6K | Sell |
1,810
-800
|
|
||||
|
2020
Q2 | $47.4K | Sell |
2,610
-7,200
|
|
||||
|
2020
Q1 | $140K | Hold |
9,810
|
|
||||
|
2019
Q4 | $276K | Buy |
+9,810
|
|