Cerro Pacific Wealth 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
Q2 | $452K | Hold |
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|
2025
Q1 | $458K | Hold |
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|
2024
Q4 | $425K | Hold |
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|
2024
Q3 | $423K | Hold |
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|
2024
Q2 | $423K | Buy |
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|
2023
Q1 | $424K | Hold |
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|
2022
Q4 | $394K | Buy |
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|
2022
Q3 | $387K | Hold |
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|
2022
Q2 | $396K | Hold |
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|
2022
Q1 | $420K | Hold |
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|
2021
Q4 | $357K | Sell |
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|
2021
Q3 | $387K | Sell |
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|
2021
Q2 | $431K | Buy |
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|
2020
Q4 | $847K | Buy |
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