CIA
Cascade Investment Advisors’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $700K | Hold |
22,566
| – | – | 0.45% | 88 |
|
|
2025
Q1 | $770K | Sell |
22,566
-60
| -0.3% | -$2.05K | 0.52% | 82 |
|
|
2024
Q4 | $710K | Hold |
22,626
| – | – | 0.46% | 87 |
|
|
2024
Q3 | $659K | Hold |
22,626
| – | – | 0.42% | 87 |
|
|
2024
Q2 | $656K | Hold |
22,626
| – | – | 0.44% | 88 |
|
|
2024
Q1 | $660K | Hold |
22,626
| – | – | 0.43% | 91 |
|
|
2023
Q4 | $596K | Hold |
22,626
| – | – | 0.42% | 89 |
|
|
2023
Q3 | $619K | Hold |
22,626
| – | – | 0.49% | 89 |
|
|
2023
Q2 | $596K | Buy |
22,626
+200
| +0.9% | +$5.27K | 0.45% | 91 |
|
|
2023
Q1 | $581K | Sell |
22,426
-700
| -3% | -$18.1K | 0.46% | 84 |
|
|
2022
Q4 | $558K | Hold |
23,126
| – | – | 0.46% | 89 |
|
|
2022
Q3 | $584K | Sell |
23,126
-450
| -2% | -$11.4K | 0.5% | 86 |
|
|
2022
Q2 | $575K | Hold |
23,576
| – | – | 0.45% | 93 |
|
|
2022
Q1 | $608K | Sell |
23,576
-1,034
| -4% | -$26.7K | 0.37% | 100 |
|
|
2021
Q4 | $540K | Sell |
24,610
-825
| -3% | -$18.1K | 0.32% | 102 |
|
|
2021
Q3 | $550K | Sell |
25,435
-400
| -2% | -$8.66K | 0.36% | 100 |
|
|
2021
Q2 | $623K | Sell |
25,835
-100
| -0.4% | -$2.41K | 0.39% | 97 |
|
|
2021
Q1 | $571K | Buy |
25,935
+450
| +2% | +$9.91K | 0.37% | 99 |
|
|
2020
Q4 | $499K | Buy |
25,485
+675
| +3% | +$13.2K | 0.37% | 94 |
|
|
2020
Q3 | $392K | Buy |
24,810
+750
| +3% | +$11.8K | 0.33% | 95 |
|
|
2020
Q2 | $437K | Buy |
24,060
+760
| +3% | +$13.8K | 0.41% | 87 |
|
|
2020
Q1 | $333K | Buy |
23,300
+450
| +2% | +$6.44K | 0.37% | 88 |
|
|
2019
Q4 | $643K | Sell |
22,850
-600
| -3% | -$16.9K | 0.49% | 84 |
|
|
2019
Q3 | $670K | Buy |
23,450
+400
| +2% | +$11.4K | 0.52% | 81 |
|
|
2019
Q2 | $665K | Hold |
23,050
| – | – | 0.56% | 79 |
|
|
2019
Q1 | $671K | Sell |
23,050
-500
| -2% | -$14.6K | 0.6% | 76 |
|
|
2018
Q4 | $579K | Hold |
23,550
| – | – | 0.59% | 75 |
|
|
2018
Q3 | $677K | Sell |
23,550
-500
| -2% | -$14.4K | 0.57% | 79 |
|
|
2018
Q2 | $665K | Sell |
24,050
-6,790
| -22% | -$188K | 0.59% | 77 |
|
|
2018
Q1 | $755K | Sell |
30,840
-300
| -1% | -$7.34K | 0.59% | 75 |
|
|
2017
Q4 | $826K | Sell |
31,140
-250
| -0.8% | -$6.63K | 0.65% | 71 |
|
|
2017
Q3 | $818K | Hold |
31,390
| – | – | 0.68% | 70 |
|
|
2017
Q2 | $850K | Sell |
31,390
-150
| -0.5% | -$4.06K | 0.72% | 69 |
|
|
2017
Q1 | $871K | Buy |
31,540
+410
| +1% | +$11.3K | 0.76% | 66 |
|
|
2016
Q4 | $842K | Buy |
+31,130
| New | +$842K | 0.72% | 66 |
|
|
2016
Q2 | $928K | Buy |
+31,705
| New | +$928K | 0.89% | 60 |
|