Certified Advisory Corp’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 | $2.53M | Buy |
81,629
+15,109
| +23% | +$469K | 0.26% | 95 |
|
|
2025
Q1 | $2.27M | Buy |
66,520
+18,198
| +38% | +$621K | 0.26% | 101 |
|
|
2024
Q4 | $1.52M | Buy |
48,322
+25,245
| +109% | +$792K | 0.16% | 121 |
|
|
2024
Q3 | $672K | Buy |
23,077
+9,388
| +69% | +$273K | 0.07% | 172 |
|
|
2024
Q2 | $397K | Buy |
13,689
+1,107
| +9% | +$32.1K | 0.05% | 202 |
|
|
2024
Q1 | $367K | Buy |
12,582
+830
| +7% | +$24.2K | 0.05% | 201 |
|
|
2023
Q4 | $310K | Buy |
11,752
+2,459
| +26% | +$64.8K | 0.05% | 215 |
|
|
2023
Q3 | $254K | Sell |
9,293
-151
| -2% | -$4.13K | 0.05% | 204 |
|
|
2023
Q2 | $249K | Buy |
9,444
+113
| +1% | +$2.98K | 0.05% | 204 |
|
|
2023
Q1 | $242K | Buy |
9,331
+51
| +0.5% | +$1.32K | 0.04% | 216 |
|
|
2022
Q4 | $224K | Buy |
+9,280
| New | +$224K | 0.04% | 216 |
|
|
2022
Q2 | – | Sell |
-7,825
| Closed | -$202K | – | 239 |
|
|
2022
Q1 | $202K | Buy |
+7,825
| New | +$202K | 0.04% | 210 |
|
|
2021
Q2 | – | Sell |
-5,793
| Closed | -$128K | – | 359 |
|
|
2021
Q1 | $128K | Buy |
+5,793
| New | +$128K | 0.03% | 227 |
|
|
2020
Q2 | $133K | Sell |
7,308
-161
| -2% | -$2.93K | 0.04% | 205 |
|
|
2020
Q1 | $107K | Sell |
7,469
-7,900
| -51% | -$113K | 0.04% | 207 |
|
|
2019
Q4 | $433K | Buy |
15,369
+6,345
| +70% | +$179K | 0.14% | 127 |
|
|
2019
Q3 | $258K | Buy |
9,024
+2,045
| +29% | +$58.5K | 0.09% | 164 |
|
|
2019
Q2 | $201K | Sell |
6,979
-3,157
| -31% | -$90.9K | 0.07% | 174 |
|
|
2019
Q1 | $295K | Buy |
10,136
+220
| +2% | +$6.4K | 0.12% | 133 |
|
|
2018
Q4 | $244K | Buy |
9,916
+521
| +6% | +$12.8K | 0.13% | 131 |
|
|
2018
Q3 | $270K | Buy |
9,395
+19
| +0.2% | +$546 | 0.12% | 132 |
|
|
2018
Q2 | $260K | Buy |
9,376
+2,045
| +28% | +$56.7K | 0.14% | 122 |
|
|
2018
Q1 | $179K | Buy |
7,331
+4,403
| +150% | +$108K | 0.11% | 146 |
|
|
2017
Q4 | $77K | Buy |
+2,928
| New | +$77K | 0.06% | 183 |
|