Carlton Hofferkamp & Jenks Wealth Management’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
Q2 | $269K | Hold |
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|
2025
Q1 | $260K | Sell |
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|
2024
Q4 | $380K | Sell |
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|
2024
Q3 | $583K | Buy |
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|
2024
Q2 | $590K | Sell |
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|
2024
Q1 | $618K | Buy |
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|
2023
Q4 | $434K | Hold |
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|
2023
Q3 | $439K | Hold |
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|
2023
Q2 | $424K | Sell |
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|
2023
Q1 | $415K | Buy |
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|
2022
Q4 | $398K | Buy |
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|
2022
Q3 | $372K | Hold |
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|
2022
Q2 | $372K | Buy |
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|
2022
Q1 | $367K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $203K | Hold |
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|
2019
Q2 | $223K | Hold |
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|
2019
Q1 | $215K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $226K | Hold |
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|
2018
Q2 | $218K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $209K | Sell |
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|
2017
Q3 | $231K | Buy |
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|
2017
Q2 | $230K | Hold |
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|
2017
Q1 | $234K | Hold |
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|
2016
Q4 | $229K | Hold |
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|
2016
Q3 | $234K | Hold |
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|
2016
Q2 | $248K | Hold |
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|
2016
Q1 | $209K | Hold |
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|
2015
Q4 | $224K | Hold |
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|
2015
Q3 | $211K | Hold |
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|
2015
Q2 | $247K | Hold |
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|
2015
Q1 | $279K | Hold |
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|
2014
Q4 | $307K | Hold |
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|
2014
Q3 | $344K | Hold |
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|
2014
Q2 | $332K | Hold |
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|
2014
Q1 | $294K | Hold |
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|
2013
Q4 | $281K | Hold |
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|
2013
Q3 | $259K | Sell |
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|
2013
Q2 | $279K | Buy |
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