Cerity Partners’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
$15.4M Buy
2025
Q2
$15.1M Buy
2025
Q1
$16.2M Buy
2024
Q4
$14.7M Buy
2024
Q3
$11.5M Buy
2024
Q2
$9.89M Buy
2024
Q1
$9.42M Buy
2023
Q4
$7.63M Buy
2023
Q3
$4.17M Sell
2023
Q2
$10.5M Buy
2023
Q1
$9.68M Sell
2022
Q4
$8.99M Buy
2022
Q3
$6.13M Buy
2022
Q2
$5.61M Buy
2022
Q1
$3.87M Sell
2021
Q4
$7.11M Buy
2021
Q3
$6.83M Sell
2021
Q2
$7.63M Buy
2021
Q1
$6.74M Sell
2020
Q4
$7.27M Buy
2020
Q3
$4.43M Buy
2020
Q2
$4.87M Buy
2020
Q1
$2.69M Buy
2019
Q4
$3.12M Buy