Cascade Investment Advisors’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
Q3 | $695K | Sell |
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|
2025
Q2 | $700K | Hold |
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|
2025
Q1 | $770K | Sell |
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|
2024
Q4 | $710K | Hold |
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|
2024
Q3 | $659K | Hold |
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|
2024
Q2 | $656K | Hold |
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|
2024
Q1 | $660K | Hold |
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|
2023
Q4 | $596K | Hold |
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|
2023
Q3 | $619K | Hold |
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|
2023
Q2 | $596K | Buy |
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|
2023
Q1 | $581K | Sell |
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|
2022
Q4 | $558K | Hold |
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|
2022
Q3 | $584K | Sell |
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|
2022
Q2 | $575K | Hold |
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|
2022
Q1 | $608K | Sell |
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|
2021
Q4 | $540K | Sell |
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|
2021
Q3 | $550K | Sell |
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|
2021
Q2 | $623K | Sell |
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|
2021
Q1 | $571K | Buy |
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|
2020
Q4 | $499K | Buy |
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|
2020
Q3 | $392K | Buy |
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|
2020
Q2 | $437K | Buy |
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|
2020
Q1 | $333K | Buy |
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|
2019
Q4 | $643K | Sell |
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|
2019
Q3 | $670K | Buy |
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|
2019
Q2 | $665K | Hold |
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|
2019
Q1 | $671K | Sell |
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|
2018
Q4 | $579K | Hold |
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|
2018
Q3 | $677K | Sell |
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|
2018
Q2 | $665K | Sell |
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|
2018
Q1 | $755K | Sell |
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|
2017
Q4 | $826K | Sell |
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|
2017
Q3 | $818K | Hold |
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|
2017
Q2 | $850K | Sell |
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|
2017
Q1 | $871K | Buy |
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|
2016
Q4 | $842K | Buy |
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|
2016
Q2 | $928K | Buy |
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