Center for Financial Planning’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.5K | Hold |
2,532
| – | – | 0.01% | 246 |
|
|
2025
Q1 | $86.4K | Sell |
2,532
-400
| -14% | -$13.7K | 0.01% | 219 |
|
|
2024
Q4 | $91.9K | Hold |
2,932
| – | – | 0.01% | 202 |
|
|
2024
Q3 | $85.4K | Hold |
2,932
| – | – | 0.01% | 193 |
|
|
2024
Q2 | $85K | Hold |
2,932
| – | – | 0.01% | 193 |
|
|
2024
Q1 | $85.6K | Sell |
2,932
-38
| -1% | -$1.11K | 0.01% | 195 |
|
|
2023
Q4 | $78.3K | Hold |
2,970
| – | – | 0.01% | 182 |
|
|
2023
Q3 | $81.3K | Hold |
2,970
| – | – | 0.02% | 182 |
|
|
2023
Q2 | $78.3K | Hold |
2,970
| – | – | 0.02% | 184 |
|
|
2023
Q1 | $76.9K | Hold |
2,970
| – | – | 0.02% | 181 |
|
|
2022
Q4 | $71.6K | Hold |
2,970
| – | – | 0.02% | 189 |
|
|
2022
Q3 | $71K | Hold |
2,970
| – | – | 0.02% | 183 |
|
|
2022
Q2 | $72K | Hold |
2,970
| – | – | 0.02% | 185 |
|
|
2022
Q1 | $77K | Hold |
2,970
| – | – | 0.02% | 194 |
|
|
2021
Q4 | $65K | Hold |
2,970
| – | – | 0.01% | 208 |
|
|
2021
Q3 | $64K | Hold |
2,970
| – | – | 0.02% | 199 |
|
|
2021
Q2 | $72K | Hold |
2,970
| – | – | 0.02% | 186 |
|
|
2021
Q1 | $65K | Sell |
2,970
-577
| -16% | -$12.6K | 0.02% | 193 |
|
|
2020
Q4 | $69K | Hold |
3,547
| – | – | 0.02% | 178 |
|
|
2020
Q3 | $56K | Hold |
3,547
| – | – | 0.02% | 178 |
|
|
2020
Q2 | $64K | Hold |
3,547
| – | – | 0.02% | 169 |
|
|
2020
Q1 | $51K | Hold |
3,547
| – | – | 0.02% | 172 |
|
|
2019
Q4 | $100K | Buy |
+3,547
| New | +$100K | 0.03% | 141 |
|